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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
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

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Shelton Capital Management's WLK Position: Q2 2024 in Review

Shelton Capital Management sold out of Westlake Corp (WLK) in Q2 2024, closing a stake of 1,397 shares — an estimated $213K sold.

Shelton Capital Management first reported a position in WLK in Q1 2023 and held it in 4 quarters. The position peaked at $213K in Q1 2024. 382 funds tracked by Wall St. Rank hold WLK as of Q2 2024.

  • Shelton Capital Management reported no remaining Westlake Corp position as of Q2 2024 after selling out during the quarter.
  • Shelton Capital Management sold 1,397 Westlake Corp shares in Q2 2024, an estimated $213K.
  • Shelton Capital Management first reported a position in Westlake Corp in Q1 2023 and held it in 4 quarters.
  • Shelton Capital Management's Westlake Corp position peaked at $213K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2024.

Based on Shelton Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.