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Reilly Financial Advisors’s Westlake Corp WLK Stock Holding History

Reilly 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
2021
Q3 		– Sell
-30
Closed -$3K – 1072
2021
Q2 		$3K Hold
30
– – ﹤0.01% 878
2021
Q1 		$3K Hold
30
– – ﹤0.01% 886
2020
Q4 		$2K Buy
+30
New +$2.24K ﹤0.01% 824

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Dimensional Fund Advisors
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BlackRock
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Reilly Financial Advisors's WLK Position: Q3 2021 in Review

Reilly Financial Advisors sold out of Westlake Corp (WLK) in Q3 2021, closing a stake of 30 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in WLK in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 271 funds tracked by Wall St. Rank hold WLK as of Q3 2021.

  • Reilly Financial Advisors reported no remaining Westlake Corp position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 30 Westlake Corp shares in Q3 2021, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Westlake Corp in Q4 2020 and held it in 3 quarters.
  • Reilly Financial Advisors's Westlake Corp position peaked at $3K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.