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JP Morgan Private Wealth Advisors’s Westlake Corp WLK Stock Holding History

JP Morgan Private 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
2022
Q3 		– Sell
-2,661
Closed -$261K – 1987
2022
Q2 		$261K Sell
2,661
-56
-2% -$6.86K ﹤0.01% 1717
2022
Q1 		$335K Buy
+2,717
New +$296K ﹤0.01% 1705

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
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WLK Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Westlake Corp (WLK) in Q3 2022, closing a stake of 2,661 shares — an estimated $261K sold.

JP Morgan Private Wealth Advisors first reported a position in WLK in Q1 2022 and held it in 2 quarters. The position peaked at $335K in Q1 2022. 320 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Westlake Corp position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,661 Westlake Corp shares in Q3 2022, an estimated $261K.
  • JP Morgan Private Wealth Advisors first reported a position in Westlake Corp in Q1 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Westlake Corp position peaked at $335K in Q1 2022.
  • 320 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.