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TFC Financial Management’s Westlake Corp WLK Stock Holding History

TFC Financial 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
2024
Q3 		– Sell
-1
Closed -$145 – 1106
2024
Q2 		$145 Hold
1
– – ﹤0.01% 757
2024
Q1 		$153 Buy
+1
New +$141 ﹤0.01% 772

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

TFC Financial Management's WLK Position: Q3 2024 in Review

TFC Financial Management sold out of Westlake Corp (WLK) in Q3 2024, closing a stake of 1 share — an estimated $145 sold.

TFC Financial Management first reported a position in WLK in Q1 2024 and held it in 2 quarters. The position peaked at $153 in Q1 2024. 401 funds tracked by Wall St. Rank hold WLK as of Q3 2024.

  • TFC Financial Management reported no remaining Westlake Corp position as of Q3 2024 after selling out during the quarter.
  • TFC Financial Management sold 1 Westlake Corp share in Q3 2024, an estimated $145.
  • TFC Financial Management first reported a position in Westlake Corp in Q1 2024 and held it in 2 quarters.
  • TFC Financial Management's Westlake Corp position peaked at $153 in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.