Janney Montgomery Scott
WLK icon

Janney Montgomery Scott’s Westlake Corp WLK Stock Holding History

Janney Montgomery Scott’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
2025
Q4 		– Sell
-100,998
Closed -$7.78M – 3036
2025
Q3 		$7.78M Buy
100,998
+30
+0% +$2.5K 0.02% 711
2025
Q2 		$7.67M Buy
100,968
+39,834
+65% +$3.26M 0.02% 654
2025
Q1 		$6.12M Buy
61,134
+1,635
+3% +$181K 0.02% 709
2024
Q4 		$6.82M Buy
59,499
+12,833
+27% +$1.67M 0.02% 676
2024
Q3 		$7.01M Buy
46,666
+474
+1% +$68.2K 0.02% 647
2024
Q2 		$6.69M Sell
46,192
-10,151
-18% -$1.56M 0.02% 618
2024
Q1 		$8.61M Buy
56,343
+2,839
+5% +$400K 0.03% 577
2023
Q4 		$7.49M Buy
+53,504
New +$6.79M 0.02% 596
2022
Q3 		– Sell
-3,308
Closed -$327K – 2618
2022
Q2 		$327K Buy
+3,308
New +$405K ﹤0.01% 1863
2019
Q2 		– Sell
-3,229
Closed -$219K – 2113
2019
Q1 		$219K Sell
3,229
-290
-8% -$21K ﹤0.01% 1819
2018
Q4 		$233K Buy
3,519
+42
+1% +$3.04K ﹤0.01% 1698
2018
Q3 		$289K Sell
3,477
-6,047
-63% -$591K ﹤0.01% 1745
2018
Q2 		$1.02M Buy
9,524
+1,540
+19% +$173K 0.01% 969
2018
Q1 		$887K Buy
7,984
+714
+10% +$79.4K 0.01% 1020
2017
Q4 		$774K Buy
+7,270
New +$674K 0.01% 1072

Other funds holding WLK

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return