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Shelton Capital Management’s
Westlake Corp
WLK
Stock Holding History
Shelton Capital Management’s Portfolio
WLK Stock Details
WLK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-1,397
Closed
-$213K
–
770
2024
Q1
$213K
Buy
+1,397
New
+$197K
0.01%
692
2023
Q4
–
Sell
-1,692
Closed
-$211K
–
778
2023
Q3
$211K
Hold
1,692
–
–
0.01%
637
2023
Q2
$202K
Sell
1,692
-77
-4%
-$8.81K
0.01%
692
2023
Q1
$205K
Buy
+1,769
New
+$204K
0.01%
683
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$156B AUM
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1-Year Est. Return
OAG
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$23.7B AUM
65.43%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
N
Nuveen
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$369B AUM
31.66%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Mirae Asset Global ETFs Holdings
Causeway Bay, Hong Kong
$73.7B AUM
53.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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