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Kaizen Financial Strategies’s Westlake Corp WLK Stock Holding History

Kaizen Financial Strategies’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
2021
Q1 		$444K Hold
5,000
– – 0.42% 72
2020
Q4 		$408K Buy
+5,000
New +$374K 0.45% 73

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kaizen Financial Strategies's WLK Position: Q1 2021 in Review

Kaizen Financial Strategies held its Westlake Corp (WLK) position steady in Q1 2021 at 5,000 shares worth $444K. The position accounts for 0.42% of the portfolio, ranked #72.

Kaizen Financial Strategies first reported a position in WLK in Q4 2020 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold WLK as of Q1 2021.

  • Kaizen Financial Strategies held 5,000 shares of Westlake Corp worth $444K as of Q1 2021.
  • Kaizen Financial Strategies left its Westlake Corp share count unchanged in Q1 2021.
  • Westlake Corp made up 0.42% of Kaizen Financial Strategies's portfolio in Q1 2021, its #72 holding.
  • Kaizen Financial Strategies first reported a position in Westlake Corp in Q4 2020 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.