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RFP Financial Group’s Westlake Corp WLK Stock Holding History

RFP Financial 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
2024
Q1 		– Sell
-21
Closed -$2.94K – 957
2023
Q4 		$2.94K Hold
21
– – ﹤0.01% 624
2023
Q3 		$2.62K Hold
21
– – ﹤0.01% 605
2023
Q2 		$2.51K Hold
21
– – ﹤0.01% 659
2023
Q1 		$2.44K Hold
21
– – ﹤0.01% 487
2022
Q4 		$2.15K Buy
+21
New +$2.12K ﹤0.01% 642

Other funds holding WLK

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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

RFP Financial Group's WLK Position: Q1 2024 in Review

RFP Financial Group sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 21 shares — an estimated $2.94K sold.

RFP Financial Group first reported a position in WLK in Q4 2022 and held it in 5 quarters. The position peaked at $2.94K in Q4 2023. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

  • RFP Financial Group reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
  • RFP Financial Group sold 21 Westlake Corp shares in Q1 2024, an estimated $2.94K.
  • RFP Financial Group first reported a position in Westlake Corp in Q4 2022 and held it in 5 quarters.
  • RFP Financial Group's Westlake Corp position peaked at $2.94K in Q4 2023.
  • 347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on RFP Financial Group's 13F filing for Q1 2024, filed 9 May 2024.