Sutton Wealth Advisors’s Westlake Corp WLK Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-2	Closed	-$205	–	1569
2022 Q4	$205	Buy	+2	New	+$201	﹤0.01%	1592

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

Sutton Wealth Advisors's WLK Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Westlake Corp (WLK) in Q1 2023, closing a stake of 2 shares — an estimated $205 sold.

Sutton Wealth Advisors first reported a position in WLK in Q4 2022 and held it in 1 quarter. The position peaked at $205 in Q4 2022. 340 funds tracked by Wall St. Rank hold WLK as of Q1 2023.

Sutton Wealth Advisors reported no remaining Westlake Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 2 Westlake Corp shares in Q1 2023, an estimated $205.
Sutton Wealth Advisors first reported a position in Westlake Corp in Q4 2022 and held it in 1 quarter.
Sutton Wealth Advisors's Westlake Corp position peaked at $205 in Q4 2022.
340 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.