TCI Wealth Advisors’s Westlake Corp WLK Stock Holding History

TCI 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 Q2	–	Sell	-194	Closed	-$22.5K	–	2238
2023 Q1	$22.5K	Hold	194	–	–	﹤0.01%	658
2022 Q4	$19.9K	Hold	194	–	–	﹤0.01%	708
2022 Q3	$17K	Sell	194 -18	-8%	-$1.73K	﹤0.01%	743
2022 Q2	$21K	Sell	212 -15	-7%	-$1.84K	﹤0.01%	633
2022 Q1	$28K	Buy	227 +37	+19%	+$4.03K	﹤0.01%	568
2021 Q4	$18K	Hold	190	–	–	﹤0.01%	768
2021 Q3	$17K	Buy	190 +187	+6,233%	+$16K	﹤0.01%	771
2021 Q2	$0	Hold	3	–	–	﹤0.01%	2464
2021 Q1	$0	Hold	3	–	–	﹤0.01%	2244
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1681
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1675
2020 Q2	$0	Sell	3 -26	-90%	-$1.2K	﹤0.01%	1684
2020 Q1	$1K	Buy	+29	New	+$1.63K	﹤0.01%	1372
2019 Q4	–	Sell	-12	Closed	-$1K	–	1698
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	1409
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	1326
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	1327
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	1336
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	1351
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	1396
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	1245
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	1286
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	1219
2017 Q2	$1K	Buy	+12	New	+$762	﹤0.01%	1239

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

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

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

TCI Wealth Advisors's WLK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Westlake Corp (WLK) in Q2 2023, closing a stake of 194 shares — an estimated $22.5K sold.

TCI Wealth Advisors first reported a position in WLK in Q2 2017 and held it in 23 quarters. The position peaked at $28K in Q1 2022. 339 funds tracked by Wall St. Rank hold WLK as of Q2 2023.

TCI Wealth Advisors reported no remaining Westlake Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 194 Westlake Corp shares in Q2 2023, an estimated $22.5K.
TCI Wealth Advisors first reported a position in Westlake Corp in Q2 2017 and held it in 23 quarters.
TCI Wealth Advisors's Westlake Corp position peaked at $28K in Q1 2022.
339 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.