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Orion Portfolio Solutions’s Westlake Corp WLK Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-7
Closed – – 2050
2020
Q2 		$0 Sell
7
-19
-73% -$875 ﹤0.01% 2486
2020
Q1 		$1K Buy
26
+11
+73% +$618 ﹤0.01% 1829
2019
Q4 		$1K Buy
+15
New +$1.01K ﹤0.01% 1752

Other funds holding WLK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Orion Portfolio Solutions's WLK Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Westlake Corp (WLK) in Q3 2020, closing a stake of 7 shares.

Orion Portfolio Solutions first reported a position in WLK in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 205 funds tracked by Wall St. Rank hold WLK as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Westlake Corp position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7 Westlake Corp shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Westlake Corp in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Westlake Corp position peaked at $1K in Q1 2020.
  • 205 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.