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Impact Partnership Wealth’s Westlake Corp WLK Stock Holding History

Impact Partnership Wealth’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
-13
Closed -$1.82K – 876
2023
Q4 		$1.82K Sell
13
-1,760
-99% -$223K ﹤0.01% 704
2023
Q3 		$221K Sell
1,773
-1,246
-41% -$160K 0.07% 168
2023
Q2 		$361K Buy
+3,019
New +$345K 0.13% 108

Other funds holding WLK

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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

Impact Partnership Wealth's WLK Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 13 shares — an estimated $1.82K sold.

Impact Partnership Wealth first reported a position in WLK in Q2 2023 and held it in 3 quarters. The position peaked at $361K in Q2 2023. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 13 Westlake Corp shares in Q1 2024, an estimated $1.82K.
  • Impact Partnership Wealth first reported a position in Westlake Corp in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Westlake Corp position peaked at $361K in Q2 2023.
  • 347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.