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Morse Asset Management’s Westlake Corp WLK Stock Holding History

Morse Asset 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
2024
Q4 		– Sell
-70
Closed -$10.5K – 380
2024
Q3 		$10.5K Buy
+70
New +$10.1K ﹤0.01% 262
2018
Q4 		– Sell
-2,600
Closed -$216K – 138
2018
Q3 		$216K Sell
2,600
-150
-5% -$14.7K 0.06% 128
2018
Q2 		$296K Sell
2,750
-365
-12% -$40.9K 0.08% 118
2018
Q1 		$346K Buy
3,115
+35
+1% +$3.89K 0.1% 119
2017
Q4 		$328K Hold
3,080
– – 0.09% 112
2017
Q3 		$256K Buy
+3,080
New +$226K 0.08% 115
2017
Q2 		– Sell
-17,530
Closed -$1.16M – 139
2017
Q1 		$1.16M Buy
+17,530
New +$1.11M 0.4% 72

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morse Asset Management's WLK Position: Q4 2024 in Review

Morse Asset Management sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 70 shares — an estimated $10.5K sold.

Morse Asset Management first reported a position in WLK in Q1 2017 and held it in 7 quarters. The position peaked at $1.16M in Q1 2017. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Morse Asset Management reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Morse Asset Management sold 70 Westlake Corp shares in Q4 2024, an estimated $10.5K.
  • Morse Asset Management first reported a position in Westlake Corp in Q1 2017 and held it in 7 quarters.
  • Morse Asset Management's Westlake Corp position peaked at $1.16M in Q1 2017.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Morse Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.