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Rise Advisors’s Westlake Corp WLK Stock Holding History

Rise 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
2025
Q4 		– Sell
-83
Closed -$6.42K – 1433
2025
Q3 		$6.42K Hold
83
– – ﹤0.01% 1123
2025
Q2 		$6.29K Buy
83
+1
+1% +$82 ﹤0.01% 1145
2025
Q1 		$8.22K Sell
82
-33
-29% -$3.65K ﹤0.01% 1100
2024
Q4 		$13.1K Buy
115
+1
+0.9% +$130 0.01% 887
2024
Q3 		$17.2K Hold
114
– – 0.01% 785
2024
Q2 		$16.5K Buy
114
+1
+0.9% +$154 0.01% 770
2024
Q1 		$17.3K Buy
+113
New +$15.9K 0.01% 747

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BlackRock
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T. Rowe Price Associates
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Capital World Investors
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Dimensional Fund Advisors
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BIP
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State Street
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Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return