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Symmetry Partners’s Westlake Corp WLK Stock Holding History

Symmetry Partners’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
Q2 		– Sell
-1,500
Closed -$229K – 550
2024
Q1 		$229K Hold
1,500
– – 0.02% 503
2023
Q4 		$211K Sell
1,500
-200
-12% -$25.4K 0.01% 480
2023
Q3 		$212K Hold
1,700
– – 0.01% 507
2023
Q2 		$203K Buy
+1,700
New +$194K 0.01% 564
2019
Q1 		– Sell
-773
Closed -$51K – 436
2018
Q4 		$51K Buy
+773
New +$55.9K 0.01% 359

Other funds holding WLK

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Symmetry Partners's WLK Position: Q2 2024 in Review

Symmetry Partners sold out of Westlake Corp (WLK) in Q2 2024, closing a stake of 1,500 shares — an estimated $229K sold.

Symmetry Partners first reported a position in WLK in Q4 2018 and held it in 5 quarters. The position peaked at $229K in Q1 2024. 383 funds tracked by Wall St. Rank hold WLK as of Q2 2024.

  • Symmetry Partners reported no remaining Westlake Corp position as of Q2 2024 after selling out during the quarter.
  • Symmetry Partners sold 1,500 Westlake Corp shares in Q2 2024, an estimated $229K.
  • Symmetry Partners first reported a position in Westlake Corp in Q4 2018 and held it in 5 quarters.
  • Symmetry Partners's Westlake Corp position peaked at $229K in Q1 2024.
  • 383 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2024.

Based on Symmetry Partners's 13F filing for Q2 2024, filed 11 Jul 2024.