TCWP’s Westlake Corp WLK Stock Holding History

TCWP’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
2022 Q2	–	Sell	-31	Closed	-$3K	–	1758
2022 Q1	$3K	Buy	+31	New	+$3.38K	﹤0.01%	1247

Other funds holding WLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

SCP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

TCWP's WLK Position: Q2 2022 in Review

TCWP sold out of Westlake Corp (WLK) in Q2 2022, closing a stake of 31 shares — an estimated $3K sold.

TCWP first reported a position in WLK in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 353 funds tracked by Wall St. Rank hold WLK as of Q2 2022.

TCWP reported no remaining Westlake Corp position as of Q2 2022 after selling out during the quarter.
TCWP sold 31 Westlake Corp shares in Q2 2022, an estimated $3K.
TCWP first reported a position in Westlake Corp in Q1 2022 and held it in 1 quarter.
TCWP's Westlake Corp position peaked at $3K in Q1 2022.
353 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.