Lenox Wealth Advisors’s Westlake Corp WLK Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-10	Closed	-$1K	–	1011
2021 Q4	$1K	Buy	+10	New	+$975	﹤0.01%	928

Other funds holding WLK

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

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

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lenox Wealth Advisors's WLK Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Westlake Corp (WLK) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in WLK in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 329 funds tracked by Wall St. Rank hold WLK as of Q1 2022.

Lenox Wealth Advisors reported no remaining Westlake Corp position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 10 Westlake Corp shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Westlake Corp in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Westlake Corp position peaked at $1K in Q4 2021.
329 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.