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McElhenny Sheffield Capital Management’s Westlake Corp WLK Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-11
Closed -$1.13K – 615
2022
Q4 		$1.13K Buy
+11
New +$1.11K ﹤0.01% 556

Other funds holding WLK

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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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McElhenny Sheffield Capital Management's WLK Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Westlake Corp (WLK) in Q1 2023, closing a stake of 11 shares — an estimated $1.13K sold.

McElhenny Sheffield Capital Management first reported a position in WLK in Q4 2022 and held it in 1 quarter. The position peaked at $1.13K in Q4 2022. 340 funds tracked by Wall St. Rank hold WLK as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Westlake Corp position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 11 Westlake Corp shares in Q1 2023, an estimated $1.13K.
  • McElhenny Sheffield Capital Management first reported a position in Westlake Corp in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Westlake Corp position peaked at $1.13K in Q4 2022.
  • 340 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.