Loring Wolcott & Coolidge Fiduciary Advisors’s Westlake Corp WLK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q3	–	Sell	-32	Closed	-$3K	–	943
2021 Q2	$3K	Buy	+32	New	+$3.11K	﹤0.01%	825
2020 Q3	–	Sell	-375	Closed	-$20K	–	614
2020 Q2	$20K	Hold	375	–	–	﹤0.01%	449
2020 Q1	$14K	Hold	375	–	–	﹤0.01%	511
2019 Q4	$26K	Hold	375	–	–	﹤0.01%	508
2019 Q3	$25K	Hold	375	–	–	﹤0.01%	500
2019 Q2	$26K	Hold	375	–	–	﹤0.01%	488
2019 Q1	$25K	Buy	+375	New	+$27.2K	﹤0.01%	498

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 $481B AUM 30.42% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WLK Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Westlake Corp (WLK) in Q3 2021, closing a stake of 32 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WLK in Q1 2019 and held it in 7 quarters. The position peaked at $26K in Q4 2019. 271 funds tracked by Wall St. Rank hold WLK as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Westlake Corp position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 32 Westlake Corp shares in Q3 2021, an estimated $3K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Westlake Corp in Q1 2019 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Westlake Corp position peaked at $26K in Q4 2019.
271 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.