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Polaris Wealth Advisory Group’s Westlake Corp WLK Stock Holding History

Polaris Wealth Advisory 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
2022
Q1 		– Sell
-4,901
Closed -$476K – 204
2021
Q4 		$476K Sell
4,901
-417,273
-99% -$40.7M 0.03% 129
2021
Q3 		$41.8M Buy
+422,174
New +$36.2M 2.5% 6
2018
Q4 		– Sell
-808
Closed -$67K – 467
2018
Q3 		$67K Sell
808
-29,793
-97% -$2.91M ﹤0.01% 226
2018
Q2 		$3.4M Hold
30,601
– – 0.29% 61
2018
Q1 		$3.4M Buy
30,601
+5,449
+22% +$606K 0.28% 62
2017
Q4 		$2.68M Buy
25,152
+4,353
+21% +$403K 0.22% 63
2017
Q3 		$1.73M Buy
20,799
+3,527
+20% +$259K 0.15% 73
2017
Q2 		$1.14M Buy
17,272
+1,554
+10% +$98.7K 0.13% 71
2017
Q1 		$1.04M Buy
15,718
+537
+4% +$34K 0.11% 73
2016
Q4 		$850K Buy
15,181
+70
+0.5% +$3.82K 0.1% 75
2016
Q3 		$808K Buy
+15,111
New +$729K 0.1% 73

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Polaris Wealth Advisory Group's WLK Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Westlake Corp (WLK) in Q1 2022, closing a stake of 4,901 shares — an estimated $476K sold.

Polaris Wealth Advisory Group first reported a position in WLK in Q3 2016 and held it in 11 quarters. The position peaked at $41.8M in Q3 2021. 327 funds tracked by Wall St. Rank hold WLK as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining Westlake Corp position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 4,901 Westlake Corp shares in Q1 2022, an estimated $476K.
  • Polaris Wealth Advisory Group first reported a position in Westlake Corp in Q3 2016 and held it in 11 quarters.
  • Polaris Wealth Advisory Group's Westlake Corp position peaked at $41.8M in Q3 2021.
  • 327 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.