JFS Wealth Advisors’s Westlake Corp WLK Stock Holding History

JFS Wealth 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
2026 Q2	$1.53K	Sell	21 -9	-30%	-$879	﹤0.01%	1692
2026 Q1	$3.5K	Buy	30 +16	+114%	+$1.55K	﹤0.01%	1318
2025 Q4	$1.04K	Buy	+14	New	+$996	﹤0.01%	1696
2025 Q3	–	Sell	-4	Closed	-$304	–	1945
2025 Q2	$304	Sell	4 -46	-92%	-$3.76K	﹤0.01%	1758
2025 Q1	$5K	Sell	50 -22	-31%	-$2.44K	﹤0.01%	1129
2024 Q4	$8.26K	Hold	72	–	–	﹤0.01%	917
2024 Q3	$10.8K	Buy	72 +2	+3%	+$288	﹤0.01%	830
2024 Q2	$10.1K	Hold	70	–	–	﹤0.01%	794
2024 Q1	$10.7K	Buy	70 +14	+25%	+$1.97K	﹤0.01%	794
2023 Q4	$7.84K	Hold	56	–	–	﹤0.01%	866
2023 Q3	$6.98K	Hold	56	–	–	﹤0.01%	857
2023 Q2	$6.69K	Hold	56	–	–	﹤0.01%	881
2023 Q1	$6.5K	Buy	56 +16	+40%	+$1.85K	﹤0.01%	890
2022 Q4	$4.1K	Buy	40 +8	+25%	+$806	﹤0.01%	1074
2022 Q3	$3K	Sell	32 -43	-57%	-$4.12K	﹤0.01%	1255
2022 Q2	$7K	Buy	75 +39	+108%	+$4.78K	﹤0.01%	904
2022 Q1	$4K	Buy	36 +22	+157%	+$2.4K	﹤0.01%	1187
2021 Q4	$1K	Buy	+14	New	+$1.36K	﹤0.01%	1617

Other funds holding WLK

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return