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InceptionR’s Westlake Corp WLK Stock Holding History

InceptionR’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
Q3 		– Sell
-4,307
Closed -$624K – 896
2024
Q2 		$624K Sell
4,307
-1,347
-24% -$207K 0.18% 226
2024
Q1 		$864K Buy
5,654
+3,771
+200% +$531K 0.22% 169
2023
Q4 		$264K Buy
+1,883
New +$239K 0.19% 255

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

InceptionR's WLK Position: Q3 2024 in Review

InceptionR sold out of Westlake Corp (WLK) in Q3 2024, closing a stake of 4,307 shares — an estimated $624K sold.

InceptionR first reported a position in WLK in Q4 2023 and held it in 3 quarters. The position peaked at $864K in Q1 2024. 401 funds tracked by Wall St. Rank hold WLK as of Q3 2024.

  • InceptionR reported no remaining Westlake Corp position as of Q3 2024 after selling out during the quarter.
  • InceptionR sold 4,307 Westlake Corp shares in Q3 2024, an estimated $624K.
  • InceptionR first reported a position in Westlake Corp in Q4 2023 and held it in 3 quarters.
  • InceptionR's Westlake Corp position peaked at $864K in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2024.

Based on InceptionR's 13F filing for Q3 2024, filed 8 Nov 2024.