Laird Norton Wetherby Wealth Management’s Westlake Corp WLK Stock Holding History

Laird Norton Wetherby 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
2024 Q4	–	Sell	-1,495	Closed	-$225K	–	951
2024 Q3	$225K	Hold	1,495	–	–	0.01%	827
2024 Q2	$217K	Sell	1,495 -9	-0.6%	-$1.38K	0.01%	826
2024 Q1	$230K	Hold	1,504	–	–	0.01%	834
2023 Q4	$211K	Buy	+1,504	New	+$191K	0.01%	846
2023 Q2	–	Sell	-1,767	Closed	-$205K	–	988
2023 Q1	$205K	Buy	+1,767	New	+$204K	0.01%	819
2022 Q2	–	Sell	-1,940	Closed	-$239K	–	989
2022 Q1	$239K	Buy	+1,940	New	+$212K	0.01%	796

Other funds holding WLK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's WLK Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 1,495 shares — an estimated $225K sold.

Laird Norton Wetherby Wealth Management first reported a position in WLK in Q1 2022 and held it in 6 quarters. The position peaked at $239K in Q1 2022. 379 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

Laird Norton Wetherby Wealth Management reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,495 Westlake Corp shares in Q4 2024, an estimated $225K.
Laird Norton Wetherby Wealth Management first reported a position in Westlake Corp in Q1 2022 and held it in 6 quarters.
Laird Norton Wetherby Wealth Management's Westlake Corp position peaked at $239K in Q1 2022.
379 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.