MWA
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MFA Wealth Advisors’s Westlake Corp WLK Stock Holding History

MFA 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
2026
Q2 		– Sell
-2,382
Closed -$278K – 103
2026
Q1 		$278K Buy
+2,382
New +$231K 0.05% 79
2025
Q4 		– Sell
-2,916
Closed -$225K – 92
2025
Q3 		$225K Buy
2,916
+30
+1% +$2.5K 0.05% 88
2025
Q2 		$219K Buy
2,886
+715
+33% +$58.5K 0.05% 85
2025
Q1 		$217K Buy
+2,171
New +$240K 0.05% 84
2024
Q4 		– Sell
-1,790
Closed -$269K – 397
2024
Q3 		$269K Buy
1,790
+8
+0.4% +$1.15K 0.06% 80
2024
Q2 		$258K Sell
1,782
-1,855
-51% -$285K 0.06% 86
2024
Q1 		$556K Buy
3,637
+169
+5% +$23.8K 0.15% 64
2023
Q4 		$485K Sell
3,468
-161
-4% -$20.4K 0.14% 64
2023
Q3 		$452K Buy
3,629
+316
+10% +$40.6K 0.14% 62
2023
Q2 		$396K Buy
3,313
+76
+2% +$8.7K 0.12% 59
2023
Q1 		$375K Buy
+3,237
New +$374K 0.12% 60

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Handelsbanken Fonder
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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return