IAA
WLK icon

Independent Advisor Alliance’s Westlake Corp WLK Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-4,483
Closed -$311K – 487
2019
Q2 		$311K Buy
+4,483
New +$298K 0.05% 290
2018
Q3 		– Sell
-3,142
Closed -$333K – 411
2018
Q2 		$333K Sell
3,142
-2
-0.1% -$224 0.07% 230
2018
Q1 		$342K Buy
+3,144
New +$350K 0.08% 235

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
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Independent Advisor Alliance's WLK Position: Q3 2019 in Review

Independent Advisor Alliance sold out of Westlake Corp (WLK) in Q3 2019, closing a stake of 4,483 shares — an estimated $311K sold.

Independent Advisor Alliance first reported a position in WLK in Q1 2018 and held it in 3 quarters. The position peaked at $342K in Q1 2018. 246 funds tracked by Wall St. Rank hold WLK as of Q3 2019.

  • Independent Advisor Alliance reported no remaining Westlake Corp position as of Q3 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,483 Westlake Corp shares in Q3 2019, an estimated $311K.
  • Independent Advisor Alliance first reported a position in Westlake Corp in Q1 2018 and held it in 3 quarters.
  • Independent Advisor Alliance's Westlake Corp position peaked at $342K in Q1 2018.
  • 246 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2019.

Based on Independent Advisor Alliance's 13F filing for Q3 2019, filed 12 Nov 2019.