IWP
WLK icon

Icon Wealth Partners’s Westlake Corp WLK Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-550
Closed -$37K – 776
2019
Q1 		$37K Buy
+550
New +$39.9K 0.01% 424
2018
Q3 		– Sell
-550
Closed -$59K – 724
2018
Q2 		$59K Buy
+550
New +$61.7K 0.02% 343
2018
Q1 		– Sell
-550
Closed -$59K – 732
2017
Q4 		$59K Buy
+550
New +$51K 0.03% 381

Other funds holding WLK

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icon Wealth Partners's WLK Position: Q2 2019 in Review

Icon Wealth Partners sold out of Westlake Corp (WLK) in Q2 2019, closing a stake of 550 shares — an estimated $37K sold.

Icon Wealth Partners first reported a position in WLK in Q4 2017 and held it in 3 quarters. The position peaked at $59K in Q2 2018. 269 funds tracked by Wall St. Rank hold WLK as of Q2 2019.

  • Icon Wealth Partners reported no remaining Westlake Corp position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 550 Westlake Corp shares in Q2 2019, an estimated $37K.
  • Icon Wealth Partners first reported a position in Westlake Corp in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Westlake Corp position peaked at $59K in Q2 2018.
  • 269 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.