Plante Moran Financial Advisors’s Westlake Corp WLK Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-25	Closed	-$2K	–	978
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	803
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	859
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	726
2021 Q4	$2K	Hold	25	–	–	﹤0.01%	933
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	881
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	893
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	932
2020 Q4	$2K	Buy	+25	New	+$1.87K	﹤0.01%	796
2019 Q4	–	Sell	-22	Closed	-$1K	–	913
2019 Q3	$1K	Buy	+22	New	+$1.42K	﹤0.01%	829
2018 Q1	–	Sell	-36	Closed	-$4K	–	1015
2017 Q4	$4K	Buy	+36	New	+$3.33K	﹤0.01%	736

Other funds holding WLK

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Plante Moran Financial Advisors's WLK Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Westlake Corp (WLK) in Q4 2022, closing a stake of 25 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in WLK in Q4 2017 and held it in 10 quarters. The position peaked at $4K in Q4 2017. 342 funds tracked by Wall St. Rank hold WLK as of Q4 2022.

Plante Moran Financial Advisors reported no remaining Westlake Corp position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 25 Westlake Corp shares in Q4 2022, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Westlake Corp in Q4 2017 and held it in 10 quarters.
Plante Moran Financial Advisors's Westlake Corp position peaked at $4K in Q4 2017.
342 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.