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Inspire Advisors’s Westlake Corp WLK Stock Holding History

Inspire Advisors’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
-8,818
Closed -$1.23M – 424
2023
Q4 		$1.23M Buy
+8,818
New +$1.12M 0.19% 45
2021
Q1 		– Sell
-134
Closed -$11K – 730
2020
Q4 		$11K Buy
+134
New +$10K ﹤0.01% 513

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

Inspire Advisors's WLK Position: Q1 2024 in Review

Inspire Advisors sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 8,818 shares — an estimated $1.23M sold.

Inspire Advisors first reported a position in WLK in Q4 2020 and held it in 2 quarters. The position peaked at $1.23M in Q4 2023. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

  • Inspire Advisors reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
  • Inspire Advisors sold 8,818 Westlake Corp shares in Q1 2024, an estimated $1.23M.
  • Inspire Advisors first reported a position in Westlake Corp in Q4 2020 and held it in 2 quarters.
  • Inspire Advisors's Westlake Corp position peaked at $1.23M in Q4 2023.
  • 347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Inspire Advisors's 13F filing for Q1 2024, filed 7 May 2024.