Kingsview Wealth Management’s Westlake Corp WLK Stock Holding History

Kingsview Wealth 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
2023 Q3	–	Sell	-7,267	Closed	-$868K	–	1013
2023 Q2	$868K	Buy	+7,267	New	+$831K	0.03%	450
2022 Q3	–	Sell	-8,891	Closed	-$871K	–	891
2022 Q2	$871K	Buy	8,891 +6,313	+245%	+$773K	0.04%	400
2022 Q1	$318K	Buy	+2,578	New	+$281K	0.01%	684
2021 Q3	–	Sell	-8,252	Closed	-$753K	–	1019
2021 Q2	$753K	Buy	8,252 +3,662	+80%	+$356K	0.04%	446
2021 Q1	$420K	Buy	+4,590	New	+$398K	0.02%	547

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kingsview Wealth Management's WLK Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Westlake Corp (WLK) in Q3 2023, closing a stake of 7,267 shares — an estimated $868K sold.

Kingsview Wealth Management first reported a position in WLK in Q1 2021 and held it in 5 quarters. The position peaked at $871K in Q2 2022. 334 funds tracked by Wall St. Rank hold WLK as of Q3 2023.

Kingsview Wealth Management reported no remaining Westlake Corp position as of Q3 2023 after selling out during the quarter.
Kingsview Wealth Management sold 7,267 Westlake Corp shares in Q3 2023, an estimated $868K.
Kingsview Wealth Management first reported a position in Westlake Corp in Q1 2021 and held it in 5 quarters.
Kingsview Wealth Management's Westlake Corp position peaked at $871K in Q2 2022.
334 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.