PAX Financial Group’s Westlake Corp WLK Stock Holding History

PAX Financial Group’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	-5,032	Closed	-$719K	–	247
2023 Q4	$719K	Buy	+5,032	New	+$639K	0.15%	124

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAX Financial Group's WLK Position: Q1 2024 in Review

PAX Financial Group sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 5,032 shares — an estimated $719K sold.

PAX Financial Group first reported a position in WLK in Q4 2023 and held it in 1 quarter. The position peaked at $719K in Q4 2023. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

PAX Financial Group reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
PAX Financial Group sold 5,032 Westlake Corp shares in Q1 2024, an estimated $719K.
PAX Financial Group first reported a position in Westlake Corp in Q4 2023 and held it in 1 quarter.
PAX Financial Group's Westlake Corp position peaked at $719K in Q4 2023.
347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on PAX Financial Group's 13F filing for Q1 2024, filed 13 May 2024.