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Kistler-Tiffany Companies’s Westlake Corp WLK Stock Holding History

Kistler-Tiffany Companies’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
Q2 		$397K Sell
3,322
-119
-3% -$13.6K 0.06% 234
2023
Q1 		$399K Buy
3,441
+1,382
+67% +$159K 0.08% 199
2022
Q4 		$211K Buy
2,059
+1,763
+596% +$178K 0.04% 251
2022
Q3 		$26K Buy
+296
New +$28.4K 0.01% 461

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kistler-Tiffany Companies's WLK Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Westlake Corp (WLK) stake by 3.5% in Q2 2023, selling an estimated $13.6K and leaving 3,322 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #234.

Kistler-Tiffany Companies first reported a position in WLK in Q3 2022 and has held it in 4 quarters since. The position peaked at $399K in Q1 2023. 340 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

  • Kistler-Tiffany Companies held 3,322 shares of Westlake Corp worth $397K as of Q2 2023.
  • Kistler-Tiffany Companies sold 119 Westlake Corp shares in Q2 2023, an estimated $13.6K.
  • Westlake Corp made up 0.06% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #234 holding.
  • Kistler-Tiffany Companies first reported a position in Westlake Corp in Q3 2022 and has held it in 4 quarters since.
  • Kistler-Tiffany Companies's Westlake Corp position peaked at $399K in Q1 2023.
  • 340 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.