Royal Fund Management’s Westlake Corp WLK Stock Holding History

Royal Fund Management’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
2019 Q2	–	Sell	-17	Closed	-$1K	–	672
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	567
2018 Q4	$1K	Buy	+17	New	+$1.23K	﹤0.01%	556

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Fund Management's WLK Position: Q2 2019 in Review

Royal Fund Management sold out of Westlake Corp (WLK) in Q2 2019, closing a stake of 17 shares — an estimated $1K sold.

Royal Fund Management first reported a position in WLK in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 269 funds tracked by Wall St. Rank hold WLK as of Q2 2019.

Royal Fund Management reported no remaining Westlake Corp position as of Q2 2019 after selling out during the quarter.
Royal Fund Management sold 17 Westlake Corp shares in Q2 2019, an estimated $1K.
Royal Fund Management first reported a position in Westlake Corp in Q4 2018 and held it in 2 quarters.
Royal Fund Management's Westlake Corp position peaked at $1K in Q1 2019.
269 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.