My Personal CFO LLC’s Westlake Corp WLK Stock Holding History

My Personal CFO LLC’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	-12	Closed	-$1.23K	–	832
2022 Q4	$1.23K	Buy	+12	New	+$1.21K	﹤0.01%	603

Other funds holding WLK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

My Personal CFO LLC's WLK Position: Q1 2023 in Review

My Personal CFO LLC sold out of Westlake Corp (WLK) in Q1 2023, closing a stake of 12 shares — an estimated $1.23K sold.

My Personal CFO LLC first reported a position in WLK in Q4 2022 and held it in 1 quarter. The position peaked at $1.23K in Q4 2022. 340 funds tracked by Wall St. Rank hold WLK as of Q1 2023.

My Personal CFO LLC reported no remaining Westlake Corp position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 12 Westlake Corp shares in Q1 2023, an estimated $1.23K.
My Personal CFO LLC first reported a position in Westlake Corp in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Westlake Corp position peaked at $1.23K in Q4 2022.
340 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.