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Oppenheimer & Co’s Westlake Corp WLK Stock Holding History

Oppenheimer & Co’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
2026
Q1 		$203K Buy
+1,735
New +$168K ﹤0.01% 1571
2025
Q2 		– Sell
-2,415
Closed -$242K – 1707
2025
Q1 		$242K Sell
2,415
-70
-3% -$7.75K ﹤0.01% 1373
2024
Q4 		$285K Sell
2,485
-139
-5% -$18.1K ﹤0.01% 1290
2024
Q3 		$394K Buy
2,624
+97
+4% +$14K 0.01% 1129
2024
Q2 		$366K Hold
2,527
– – 0.01% 1117
2024
Q1 		$386K Hold
2,527
– – 0.01% 1087
2023
Q4 		$354K Sell
2,527
-556
-18% -$70.6K 0.01% 1083
2023
Q3 		$384K Buy
3,083
+303
+11% +$38.9K 0.01% 1038
2023
Q2 		$332K Sell
2,780
-17
-0.6% -$1.95K 0.01% 1129
2023
Q1 		$324K Sell
2,797
-179
-6% -$20.7K 0.01% 1112
2022
Q4 		$305K Buy
2,976
+119
+4% +$12K 0.01% 1080
2022
Q3 		$248K Buy
2,857
+534
+23% +$51.2K 0.01% 1135
2022
Q2 		$228K Buy
+2,323
New +$285K ﹤0.01% 1214

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BlackRock
BlackRock New York $5.7T 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return