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Prospera Financial Services’s Westlake Corp WLK Stock Holding History

Prospera Financial Services’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
2023
Q2 		– Sell
-2,720
Closed -$315K – 1086
2023
Q1 		$315K Sell
2,720
-33
-1% -$3.81K 0.01% 765
2022
Q4 		$282K Buy
+2,753
New +$277K 0.01% 733

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OAG
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Dimensional Fund Advisors
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State Street
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SCP
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prospera Financial Services's WLK Position: Q2 2023 in Review

Prospera Financial Services sold out of Westlake Corp (WLK) in Q2 2023, closing a stake of 2,720 shares — an estimated $315K sold.

Prospera Financial Services first reported a position in WLK in Q4 2022 and held it in 2 quarters. The position peaked at $315K in Q1 2023. 339 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

  • Prospera Financial Services reported no remaining Westlake Corp position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 2,720 Westlake Corp shares in Q2 2023, an estimated $315K.
  • Prospera Financial Services first reported a position in Westlake Corp in Q4 2022 and held it in 2 quarters.
  • Prospera Financial Services's Westlake Corp position peaked at $315K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.