PFGIA
WLK icon

Patriot Financial Group Insurance Agency’s Westlake Corp WLK Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-431
Closed -$42K – 1945
2022
Q2 		$42K Buy
431
+43
+11% +$5.27K 0.01% 788
2022
Q1 		$48K Sell
388
-346
-47% -$37.7K 0.01% 793
2021
Q4 		$71K Buy
+734
New +$71.6K 0.01% 750

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WLK Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Westlake Corp (WLK) in Q3 2022, closing a stake of 431 shares — an estimated $42K sold.

Patriot Financial Group Insurance Agency first reported a position in WLK in Q4 2021 and held it in 3 quarters. The position peaked at $71K in Q4 2021. 321 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Westlake Corp position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 431 Westlake Corp shares in Q3 2022, an estimated $42K.
  • Patriot Financial Group Insurance Agency first reported a position in Westlake Corp in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Westlake Corp position peaked at $71K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.