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Mirabella Financial Services’s Westlake Corp WLK Stock Holding History

Mirabella Financial Services’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
-15,138
Closed -$1.55M – 611
2022
Q4 		$1.55M Buy
+15,138
New +$1.53M 0.14% 114
2022
Q2 		– Sell
-7,591
Closed -$936K – 736
2022
Q1 		$936K Buy
+7,591
New +$828K 0.1% 177
2021
Q2 		– Sell
-2,968
Closed -$263K – 421
2021
Q1 		$263K Buy
+2,968
New +$258K 0.08% 195

Other funds holding WLK

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

Mirabella Financial Services's WLK Position: Q1 2023 in Review

Mirabella Financial Services sold out of Westlake Corp (WLK) in Q1 2023, closing a stake of 15,138 shares — an estimated $1.55M sold.

Mirabella Financial Services first reported a position in WLK in Q1 2021 and held it in 3 quarters. The position peaked at $1.55M in Q4 2022. 340 funds tracked by Wall St. Rank hold WLK as of Q1 2023.

  • Mirabella Financial Services reported no remaining Westlake Corp position as of Q1 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 15,138 Westlake Corp shares in Q1 2023, an estimated $1.55M.
  • Mirabella Financial Services first reported a position in Westlake Corp in Q1 2021 and held it in 3 quarters.
  • Mirabella Financial Services's Westlake Corp position peaked at $1.55M in Q4 2022.
  • 340 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2023.

Based on Mirabella Financial Services's 13F filing for Q1 2023, filed 12 May 2023.