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Horizon Investments’s Westlake Corp WLK Stock Holding History

Horizon Investments’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
2024
Q1 		– Sell
-4
Closed -$560 – 865
2023
Q4 		$560 Buy
4
+1
+33% +$127 ﹤0.01% 714
2023
Q3 		$374 Hold
3
– – ﹤0.01% 732
2023
Q2 		$358 Sell
3
-5
-63% -$572 ﹤0.01% 711
2023
Q1 		$928 Buy
+8
New +$923 ﹤0.01% 667

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Horizon Investments's WLK Position: Q1 2024 in Review

Horizon Investments sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 4 shares — an estimated $560 sold.

Horizon Investments first reported a position in WLK in Q1 2023 and held it in 4 quarters. The position peaked at $928 in Q1 2023. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

  • Horizon Investments reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
  • Horizon Investments sold 4 Westlake Corp shares in Q1 2024, an estimated $560.
  • Horizon Investments first reported a position in Westlake Corp in Q1 2023 and held it in 4 quarters.
  • Horizon Investments's Westlake Corp position peaked at $928 in Q1 2023.
  • 347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Horizon Investments's 13F filing for Q1 2024, filed 15 May 2024.