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Legacy Capital Group California’s Westlake Corp WLK Stock Holding History

Legacy Capital Group California’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
-4,065
Closed -$611K – 361
2024
Q3 		$611K Sell
4,065
-17
-0.4% -$2.45K 0.2% 145
2024
Q2 		$591K Sell
4,082
-60
-1% -$9.21K 0.21% 140
2024
Q1 		$633K Sell
4,142
-114
-3% -$16.1K 0.23% 140
2023
Q4 		$596K Buy
4,256
+88
+2% +$11.2K 0.23% 134
2023
Q3 		$520K Sell
4,168
-103
-2% -$13.2K 0.22% 135
2023
Q2 		$510K Buy
4,271
+139
+3% +$15.9K 0.21% 149
2023
Q1 		$479K Buy
+4,132
New +$477K 0.23% 127

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Capital Group California's WLK Position: Q4 2024 in Review

Legacy Capital Group California sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 4,065 shares — an estimated $611K sold.

Legacy Capital Group California first reported a position in WLK in Q1 2023 and held it in 7 quarters. The position peaked at $633K in Q1 2024. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Legacy Capital Group California reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 4,065 Westlake Corp shares in Q4 2024, an estimated $611K.
  • Legacy Capital Group California first reported a position in Westlake Corp in Q1 2023 and held it in 7 quarters.
  • Legacy Capital Group California's Westlake Corp position peaked at $633K in Q1 2024.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.