NA
WLK icon

Navellier & Associates’s Westlake Corp WLK Stock Holding History

Navellier & Associates’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
Q2 		– Sell
-16,413
Closed -$1.9M – 307
2023
Q1 		$1.9M Sell
16,413
-404
-2% -$46.6K 0.4% 86
2022
Q4 		$1.72M Sell
16,817
-7,769
-32% -$783K 0.35% 88
2022
Q3 		$2.14M Sell
24,586
-147
-0.6% -$14.1K 0.47% 71
2022
Q2 		$2.42M Buy
+24,733
New +$3.03M 0.52% 73
2018
Q3 		– Sell
-71,745
Closed -$7.72M – 343
2018
Q2 		$7.72M Buy
71,745
+58,027
+423% +$6.51M 1.07% 22
2018
Q1 		$1.52M Buy
13,718
+6,196
+82% +$689K 0.23% 117
2017
Q4 		$801K Buy
+7,522
New +$697K 0.15% 149

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Navellier & Associates's WLK Position: Q2 2023 in Review

Navellier & Associates sold out of Westlake Corp (WLK) in Q2 2023, closing a stake of 16,413 shares — an estimated $1.9M sold.

Navellier & Associates first reported a position in WLK in Q4 2017 and held it in 7 quarters. The position peaked at $7.72M in Q2 2018. 340 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

  • Navellier & Associates reported no remaining Westlake Corp position as of Q2 2023 after selling out during the quarter.
  • Navellier & Associates sold 16,413 Westlake Corp shares in Q2 2023, an estimated $1.9M.
  • Navellier & Associates first reported a position in Westlake Corp in Q4 2017 and held it in 7 quarters.
  • Navellier & Associates's Westlake Corp position peaked at $7.72M in Q2 2018.
  • 340 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on Navellier & Associates's 13F filing for Q2 2023, filed 7 Aug 2023.