ORG Partners’s Westlake Corp WLK Stock Holding History

ORG Partners’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
2024 Q1	–	Sell	-80	Closed	-$11.2K	–	1124
2023 Q4	$11.2K	Buy	80 +40	+100%	+$5.08K	﹤0.01%	750
2023 Q3	$4.99K	Hold	40	–	–	﹤0.01%	953
2023 Q2	$4.82K	Buy	+40	New	+$4.58K	﹤0.01%	1078

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ORG Partners's WLK Position: Q1 2024 in Review

ORG Partners sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 80 shares — an estimated $11.2K sold.

ORG Partners first reported a position in WLK in Q2 2023 and held it in 3 quarters. The position peaked at $11.2K in Q4 2023. 348 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

ORG Partners reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
ORG Partners sold 80 Westlake Corp shares in Q1 2024, an estimated $11.2K.
ORG Partners first reported a position in Westlake Corp in Q2 2023 and held it in 3 quarters.
ORG Partners's Westlake Corp position peaked at $11.2K in Q4 2023.
348 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.