Investors Research Corp’s Westlake Corp WLK Stock Holding History

Investors Research Corp’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	-2,000	Closed	-$280K	–	1096
2023 Q4	$280K	Sell	2,000 -550	-22%	-$69.8K	0.07%	279
2023 Q3	$318K	Hold	2,550	–	–	0.08%	259
2023 Q2	$305K	Hold	2,550	–	–	0.08%	270
2023 Q1	$296K	Hold	2,550	–	–	0.08%	276
2022 Q4	$261K	Hold	2,550	–	–	0.07%	283
2022 Q3	$222K	Hold	2,550	–	–	0.07%	288
2022 Q2	$250K	Hold	2,550	–	–	0.08%	282
2022 Q1	$315K	Sell	2,550 -1,650	-39%	-$180K	0.09%	246
2021 Q4	$408K	Hold	4,200	–	–	0.12%	208
2021 Q3	$383K	Hold	4,200	–	–	0.13%	208
2021 Q2	$378K	Hold	4,200	–	–	0.13%	212
2021 Q1	$373K	Hold	4,200	–	–	0.14%	208
2020 Q4	$343K	Sell	4,200 -800	-16%	-$59.8K	0.14%	228
2020 Q3	$316K	Hold	5,000	–	–	0.15%	199
2020 Q2	$268K	Hold	5,000	–	–	0.13%	215
2020 Q1	$191K	Hold	5,000	–	–	0.12%	240
2019 Q4	$351K	Hold	5,000	–	–	0.16%	191
2019 Q3	$328K	Hold	5,000	–	–	0.17%	186
2019 Q2	$347K	Hold	5,000	–	–	0.18%	172
2019 Q1	$339K	Hold	5,000	–	–	0.18%	172
2018 Q4	$331K	Hold	5,000	–	–	0.23%	163
2018 Q3	$416K	Sell	5,000 -250	-5%	-$24.4K	0.24%	167
2018 Q2	$565K	Buy	5,250 +250	+5%	+$28K	0.33%	126
2018 Q1	$556K	Hold	5,000	–	–	0.34%	111
2017 Q4	$533K	Buy	+5,000	New	+$463K	0.33%	114

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investors Research Corp's WLK Position: Q1 2024 in Review

Investors Research Corp sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 2,000 shares — an estimated $280K sold.

Investors Research Corp first reported a position in WLK in Q4 2017 and held it in 25 quarters. The position peaked at $565K in Q2 2018. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

Investors Research Corp reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
Investors Research Corp sold 2,000 Westlake Corp shares in Q1 2024, an estimated $280K.
Investors Research Corp first reported a position in Westlake Corp in Q4 2017 and held it in 25 quarters.
Investors Research Corp's Westlake Corp position peaked at $565K in Q2 2018.
347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Investors Research Corp's 13F filing for Q1 2024, filed 6 May 2024.