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Mount Yale Investment Advisors’s Westlake Corp WLK Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-3
Closed -$228 – 1611
2025
Q2 		$228 Buy
+3
New +$245 ﹤0.01% 1449

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Goldman Sachs
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Mount Yale Investment Advisors's WLK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Westlake Corp (WLK) in Q3 2025, closing a stake of 3 shares — an estimated $228 sold.

Mount Yale Investment Advisors first reported a position in WLK in Q2 2025 and held it in 1 quarter. The position peaked at $228 in Q2 2025. 304 funds tracked by Wall St. Rank hold WLK as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Westlake Corp position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3 Westlake Corp shares in Q3 2025, an estimated $228.
  • Mount Yale Investment Advisors first reported a position in Westlake Corp in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Westlake Corp position peaked at $228 in Q2 2025.
  • 304 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.