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Jupiter Asset Management’s Westlake Corp WLK Stock Holding History

Jupiter Asset Management’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
2020
Q1 		– Sell
-62,962
Closed -$4.42M – 226
2019
Q4 		$4.42M Buy
+62,962
New +$4.23M 0.14% 155

Other funds holding WLK

Victory Capital Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jupiter Asset Management's WLK Position: Q1 2020 in Review

Jupiter Asset Management sold out of Westlake Corp (WLK) in Q1 2020, closing a stake of 62,962 shares — an estimated $4.42M sold.

Jupiter Asset Management first reported a position in WLK in Q4 2019 and held it in 1 quarter. The position peaked at $4.42M in Q4 2019. 217 funds tracked by Wall St. Rank hold WLK as of Q1 2020.

  • Jupiter Asset Management reported no remaining Westlake Corp position as of Q1 2020 after selling out during the quarter.
  • Jupiter Asset Management sold 62,962 Westlake Corp shares in Q1 2020, an estimated $4.42M.
  • Jupiter Asset Management first reported a position in Westlake Corp in Q4 2019 and held it in 1 quarter.
  • Jupiter Asset Management's Westlake Corp position peaked at $4.42M in Q4 2019.
  • 217 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2020.

Based on Jupiter Asset Management's 13F filing for Q1 2020, filed 12 May 2020.