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Silver Oak Securities’s Westlake Corp WLK Stock Holding History

Silver Oak Securities’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
Q1 		– Sell
-1,490
Closed -$209K – 551
2023
Q4 		$209K Buy
1,490
+1,388
+1,361% +$176K 0.03% 456
2023
Q3 		$12.7K Sell
102
-2,449
-96% -$314K ﹤0.01% 416
2023
Q2 		$305K Buy
2,551
+167
+7% +$19.1K 0.05% 330
2023
Q1 		$279K Buy
+2,384
New +$275K 0.05% 301
2022
Q4 		– Sell
-102
Closed -$12.7K – 492
2022
Q3 		$12.7K Buy
+102
New +$9.78K ﹤0.01% 416

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Silver Oak Securities's WLK Position: Q1 2024 in Review

Silver Oak Securities sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 1,490 shares — an estimated $209K sold.

Silver Oak Securities first reported a position in WLK in Q3 2022 and held it in 5 quarters. The position peaked at $305K in Q2 2023. 348 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

  • Silver Oak Securities reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
  • Silver Oak Securities sold 1,490 Westlake Corp shares in Q1 2024, an estimated $209K.
  • Silver Oak Securities first reported a position in Westlake Corp in Q3 2022 and held it in 5 quarters.
  • Silver Oak Securities's Westlake Corp position peaked at $305K in Q2 2023.
  • 348 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Silver Oak Securities's 13F filing for Q1 2024, filed 10 May 2024.