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NewSquare Capital’s Westlake Corp WLK Stock Holding History

NewSquare Capital’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
-17
Closed -$1.74K – 959
2022
Q4 		$1.74K Hold
17
– – ﹤0.01% 502
2022
Q3 		$1K Hold
17
– – ﹤0.01% 417
2022
Q2 		$2K Hold
17
– – ﹤0.01% 334
2022
Q1 		$2K Buy
+17
New +$1.85K ﹤0.01% 348

Other funds holding WLK

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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

NewSquare Capital's WLK Position: Q1 2023 in Review

NewSquare Capital sold out of Westlake Corp (WLK) in Q1 2023, closing a stake of 17 shares — an estimated $1.74K sold.

NewSquare Capital first reported a position in WLK in Q1 2022 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 340 funds tracked by Wall St. Rank hold WLK as of Q1 2023.

  • NewSquare Capital reported no remaining Westlake Corp position as of Q1 2023 after selling out during the quarter.
  • NewSquare Capital sold 17 Westlake Corp shares in Q1 2023, an estimated $1.74K.
  • NewSquare Capital first reported a position in Westlake Corp in Q1 2022 and held it in 4 quarters.
  • NewSquare Capital's Westlake Corp position peaked at $2K in Q2 2022.
  • 340 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.