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Orion Capital Management’s Westlake Corp WLK Stock Holding History

Orion Capital Management’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
Q2 		– Sell
-400
Closed -$46.4K – 425
2023
Q1 		$46.4K Buy
+400
New +$46.2K 0.03% 229

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Orion Capital Management's WLK Position: Q2 2023 in Review

Orion Capital Management sold out of Westlake Corp (WLK) in Q2 2023, closing a stake of 400 shares — an estimated $46.4K sold.

Orion Capital Management first reported a position in WLK in Q1 2023 and held it in 1 quarter. The position peaked at $46.4K in Q1 2023. 339 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

  • Orion Capital Management reported no remaining Westlake Corp position as of Q2 2023 after selling out during the quarter.
  • Orion Capital Management sold 400 Westlake Corp shares in Q2 2023, an estimated $46.4K.
  • Orion Capital Management first reported a position in Westlake Corp in Q1 2023 and held it in 1 quarter.
  • Orion Capital Management's Westlake Corp position peaked at $46.4K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on Orion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.