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Kapitalo Investimentos’s Westlake Corp WLK Stock Holding History

Kapitalo Investimentos’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
2024
Q1 		– Sell
-1,086
Closed -$152K – 557
2023
Q4 		$152K Sell
1,086
-879
-45% -$112K 0.03% 327
2023
Q3 		$245K Sell
1,965
-1,239
-39% -$159K 0.03% 242
2023
Q2 		$383K Buy
3,204
+2,078
+185% +$238K 0.07% 146
2023
Q1 		$131K Buy
+1,126
New +$130K 0.04% 262

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kapitalo Investimentos's WLK Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 1,086 shares — an estimated $152K sold.

Kapitalo Investimentos first reported a position in WLK in Q1 2023 and held it in 4 quarters. The position peaked at $383K in Q2 2023. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,086 Westlake Corp shares in Q1 2024, an estimated $152K.
  • Kapitalo Investimentos first reported a position in Westlake Corp in Q1 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Westlake Corp position peaked at $383K in Q2 2023.
  • 347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.