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One Wealth Advisors’s Westlake Corp WLK Stock Holding History

One Wealth 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
2019
Q2 		– Sell
-2,431
Closed -$165K – 482
2019
Q1 		$165K Buy
+2,431
New +$176K 0.13% 136
2018
Q4 		– Sell
-1,922
Closed -$160K – 478
2018
Q3 		$160K Buy
+1,922
New +$188K 0.12% 146

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

One Wealth Advisors's WLK Position: Q2 2019 in Review

One Wealth Advisors sold out of Westlake Corp (WLK) in Q2 2019, closing a stake of 2,431 shares — an estimated $165K sold.

One Wealth Advisors first reported a position in WLK in Q3 2018 and held it in 2 quarters. The position peaked at $165K in Q1 2019. 269 funds tracked by Wall St. Rank hold WLK as of Q2 2019.

  • One Wealth Advisors reported no remaining Westlake Corp position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 2,431 Westlake Corp shares in Q2 2019, an estimated $165K.
  • One Wealth Advisors first reported a position in Westlake Corp in Q3 2018 and held it in 2 quarters.
  • One Wealth Advisors's Westlake Corp position peaked at $165K in Q1 2019.
  • 269 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.