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Next Financial Group’s Westlake Corp WLK Stock Holding History

Next Financial Group’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
2021
Q4 		$4K Sell
42
-15
-26% -$1.46K ﹤0.01% 2493
2021
Q3 		$5K Hold
57
– – ﹤0.01% 2283
2021
Q2 		$5K Buy
+57
New +$5.54K ﹤0.01% 2220
2015
Q3 		– Sell
-100
Closed -$5.84K – 1976
2015
Q2 		$6K Hold
100
– – ﹤0.01% 1440
2015
Q1 		$7K Hold
100
– – ﹤0.01% 1394
2014
Q4 		$6K Buy
+100
New +$6.81K ﹤0.01% 1446

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's WLK Position: Q4 2021 in Review

Next Financial Group reduced its Westlake Corp (WLK) stake by 26% in Q4 2021, selling an estimated $1.46K and leaving 42 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Next Financial Group first reported a position in WLK in Q4 2014 and has held it in 6 quarters since. The position peaked at $7K in Q1 2015. 297 funds tracked by Wall St. Rank hold WLK as of Q4 2021.

  • Next Financial Group held 42 shares of Westlake Corp worth $4K as of Q4 2021.
  • Next Financial Group sold 15 Westlake Corp shares in Q4 2021, an estimated $1.46K.
  • Westlake Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2493 holding.
  • Next Financial Group first reported a position in Westlake Corp in Q4 2014 and has held it in 6 quarters since.
  • Next Financial Group's Westlake Corp position peaked at $7K in Q1 2015.
  • 297 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.