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Planned Solutions’s Westlake Corp WLK Stock Holding History

Planned 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
2024
Q1 		– Sell
-625
Closed -$87.5K – 558
2023
Q4 		$87.5K Buy
+625
New +$79.3K 0.04% 209

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Planned Solutions's WLK Position: Q1 2024 in Review

Planned Solutions sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 625 shares — an estimated $87.5K sold.

Planned Solutions first reported a position in WLK in Q4 2023 and held it in 1 quarter. The position peaked at $87.5K in Q4 2023. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

  • Planned Solutions reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 625 Westlake Corp shares in Q1 2024, an estimated $87.5K.
  • Planned Solutions first reported a position in Westlake Corp in Q4 2023 and held it in 1 quarter.
  • Planned Solutions's Westlake Corp position peaked at $87.5K in Q4 2023.
  • 347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.