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Steward Financial Group’s Westlake Corp WLK Stock Holding History

Steward Financial Group’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
2023
Q3 		$7K Buy
+63
New +$8.09K ﹤0.01% 518
2022
Q3 		– Sell
-36
Closed -$3K – 1327
2022
Q2 		$3K Hold
36
– – ﹤0.01% 494
2022
Q1 		$4K Buy
+36
New +$3.92K ﹤0.01% 257

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $156B AUM 27.51% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Steward Financial Group's WLK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Westlake Corp (WLK) in Q3 2023: 63 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WLK as recently as Q2 2022.

Steward Financial Group first reported a position in WLK in Q1 2022 and has held it in 3 quarters since. 334 funds tracked by Wall St. Rank hold WLK as of Q3 2023.

  • Steward Financial Group held 63 shares of Westlake Corp worth $7K as of Q3 2023.
  • Westlake Corp was a new Steward Financial Group position in Q3 2023.
  • Westlake Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #518 holding.
  • Steward Financial Group first reported a position in Westlake Corp in Q1 2022 and has held it in 3 quarters since.
  • 334 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.