Taylor Hoffman Wealth Management’s Westlake Corp WLK Stock Holding History

Taylor Hoffman Wealth Management’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
2020 Q3	–	Sell	-11	Closed	-$1K	–	368
2020 Q2	$1K	Buy	+11	New	+$506	﹤0.01%	387
2020 Q1	–	Sell	-10,696	Closed	-$750K	–	389
2019 Q4	$750K	Sell	10,696 -666	-6%	-$44.7K	0.48%	63
2019 Q3	$744K	Sell	11,362 -21	-0.2%	-$1.35K	0.53%	60
2019 Q2	$791K	Buy	11,383 +51	+0.5%	+$3.39K	0.64%	52
2019 Q1	$769K	Buy	+11,332	New	+$821K	0.57%	57

Other funds holding WLK

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Taylor Hoffman Wealth Management's WLK Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Westlake Corp (WLK) in Q3 2020, closing a stake of 11 shares — an estimated $1K sold.

Taylor Hoffman Wealth Management first reported a position in WLK in Q1 2019 and held it in 5 quarters. The position peaked at $791K in Q2 2019. 205 funds tracked by Wall St. Rank hold WLK as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Westlake Corp position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 11 Westlake Corp shares in Q3 2020, an estimated $1K.
Taylor Hoffman Wealth Management first reported a position in Westlake Corp in Q1 2019 and held it in 5 quarters.
Taylor Hoffman Wealth Management's Westlake Corp position peaked at $791K in Q2 2019.
205 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.