Summit Securities Group’s Westlake Corp WLK Stock Holding History

Summit Securities 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 Q1	–	Sell	-2,927	Closed	-$300K	–	1347
2022 Q4	$300K	Buy	+2,927	New	+$295K	0.01%	398

Other funds holding WLK

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's WLK Position: Q1 2023 in Review

Summit Securities Group sold out of Westlake Corp (WLK) in Q1 2023, closing a stake of 2,927 shares — an estimated $300K sold.

Summit Securities Group first reported a position in WLK in Q4 2022 and held it in 1 quarter. The position peaked at $300K in Q4 2022. 340 funds tracked by Wall St. Rank hold WLK as of Q1 2023.

Summit Securities Group reported no remaining Westlake Corp position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 2,927 Westlake Corp shares in Q1 2023, an estimated $300K.
Summit Securities Group first reported a position in Westlake Corp in Q4 2022 and held it in 1 quarter.
Summit Securities Group's Westlake Corp position peaked at $300K in Q4 2022.
340 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.