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Heritage Wealth Management (Arizona)’s Westlake Corp WLK Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$5.13K Buy
50
+25
+100% +$2.52K ﹤0.01% 880
2022
Q3 		$2K Hold
25
– – ﹤0.01% 907
2022
Q2 		$2.45K Hold
25
– – ﹤0.01% 862
2022
Q1 		$3K Buy
+25
New +$2.73K ﹤0.01% 877
2021
Q3 		$2K Buy
+25
New +$2.14K ﹤0.01% 836

Other funds holding WLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WLK Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Westlake Corp (WLK) stake by 100% in Q4 2022, buying an estimated $2.52K and bringing the position to 50 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Heritage Wealth Management (Arizona) first reported a position in WLK in Q3 2021 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold WLK as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 50 shares of Westlake Corp worth $5.13K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 25 Westlake Corp shares in Q4 2022, an estimated $2.52K.
  • Westlake Corp made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #880 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Westlake Corp in Q3 2021 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.