TD Private Client Wealth’s Westlake Corp WLK Stock Holding History

TD Private Client Wealth’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	-10	Closed	-$1.23K	–	1298
2022 Q1	$1.23K	Hold	10	–	–	﹤0.01%	1199
2021 Q4	$971	Buy	10 +1	+11%	+$98	﹤0.01%	1067
2021 Q3	$820	Hold	9	–	–	﹤0.01%	1125
2021 Q2	$811	Hold	9	–	–	﹤0.01%	1136
2021 Q1	$799	Hold	9	–	–	﹤0.01%	1093
2020 Q4	$734	Hold	9	–	–	﹤0.01%	1052
2020 Q3	$569	Hold	9	–	–	﹤0.01%	1021
2020 Q2	$483	Buy	+9	New	+$414	﹤0.01%	1029

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

TD Private Client Wealth's WLK Position: Q2 2022 in Review

TD Private Client Wealth sold out of Westlake Corp (WLK) in Q2 2022, closing a stake of 10 shares — an estimated $1.23K sold.

TD Private Client Wealth first reported a position in WLK in Q2 2020 and held it in 8 quarters. The position peaked at $1.23K in Q1 2022. 353 funds tracked by Wall St. Rank hold WLK as of Q2 2022.

TD Private Client Wealth reported no remaining Westlake Corp position as of Q2 2022 after selling out during the quarter.
TD Private Client Wealth sold 10 Westlake Corp shares in Q2 2022, an estimated $1.23K.
TD Private Client Wealth first reported a position in Westlake Corp in Q2 2020 and held it in 8 quarters.
TD Private Client Wealth's Westlake Corp position peaked at $1.23K in Q1 2022.
353 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2022.

Based on TD Private Client Wealth's 13F filing for Q2 2022, filed 16 Aug 2024.