Simon Quick Advisors’s Westlake Corp WLK Stock Holding History

Simon Quick Advisors’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 Q4	–	Sell	-37	Closed	-$2K	–	689
2019 Q3	$2K	Buy	+37	New	+$2.38K	﹤0.01%	355

Other funds holding WLK

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

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Simon Quick Advisors's WLK Position: Q4 2019 in Review

Simon Quick Advisors sold out of Westlake Corp (WLK) in Q4 2019, closing a stake of 37 shares — an estimated $2K sold.

Simon Quick Advisors first reported a position in WLK in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 249 funds tracked by Wall St. Rank hold WLK as of Q4 2019.

Simon Quick Advisors reported no remaining Westlake Corp position as of Q4 2019 after selling out during the quarter.
Simon Quick Advisors sold 37 Westlake Corp shares in Q4 2019, an estimated $2K.
Simon Quick Advisors first reported a position in Westlake Corp in Q3 2019 and held it in 1 quarter.
Simon Quick Advisors's Westlake Corp position peaked at $2K in Q3 2019.
249 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2019.

Based on Simon Quick Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.