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Pathstone Family Office’s Westlake Corp WLK Stock Holding History

Pathstone Family Office’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
Q3 		$208K Buy
+1,668
New +$214K ﹤0.01% 1501
2021
Q1 		– Sell
-182
Closed -$15K – 1352
2020
Q4 		$15K Buy
+182
New +$13.6K ﹤0.01% 787

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Pathstone Family Office's WLK Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Westlake Corp (WLK) in Q3 2023: 1,668 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in WLK as recently as Q4 2020.

Pathstone Family Office first reported a position in WLK in Q4 2020 and has held it in 2 quarters since. 334 funds tracked by Wall St. Rank hold WLK as of Q3 2023.

  • Pathstone Family Office held 1,668 shares of Westlake Corp worth $208K as of Q3 2023.
  • Westlake Corp was a new Pathstone Family Office position in Q3 2023.
  • Westlake Corp made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1501 holding.
  • Pathstone Family Office first reported a position in Westlake Corp in Q4 2020 and has held it in 2 quarters since.
  • 334 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.