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Rockland Trust’s Westlake Corp WLK Stock Holding History

Rockland Trust’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
Q4 		– Sell
-2,135
Closed -$321K – 297
2024
Q3 		$321K Hold
2,135
– – 0.02% 231
2024
Q2 		$309K Hold
2,135
– – 0.02% 243
2024
Q1 		$326K Hold
2,135
– – 0.02% 239
2023
Q4 		$299K Hold
2,135
– – 0.02% 252
2023
Q3 		$266K Hold
2,135
– – 0.02% 249
2023
Q2 		$255K Buy
2,135
+160
+8% +$18.3K 0.02% 255
2023
Q1 		$229K Buy
+1,975
New +$228K 0.01% 274

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rockland Trust's WLK Position: Q4 2024 in Review

Rockland Trust sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 2,135 shares — an estimated $321K sold.

Rockland Trust first reported a position in WLK in Q1 2023 and held it in 7 quarters. The position peaked at $326K in Q1 2024. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

  • Rockland Trust reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
  • Rockland Trust sold 2,135 Westlake Corp shares in Q4 2024, an estimated $321K.
  • Rockland Trust first reported a position in Westlake Corp in Q1 2023 and held it in 7 quarters.
  • Rockland Trust's Westlake Corp position peaked at $326K in Q1 2024.
  • 377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Rockland Trust's 13F filing for Q4 2024, filed 14 Jan 2025.