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TFO Wealth Partners’s Westlake Corp WLK Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$306 – 749
2024
Q1 		$306 Hold
2
– – ﹤0.01% 396
2023
Q4 		$280 Hold
2
– – ﹤0.01% 537
2023
Q3 		$239 Hold
2
– – ﹤0.01% 739
2023
Q2 		$239 Hold
2
– – ﹤0.01% 460
2023
Q1 		$232 Sell
2
-1
-33% -$115 ﹤0.01% 440
2022
Q4 		$376 Buy
+3
New +$302 ﹤0.01% 524

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

TFO Wealth Partners's WLK Position: Q2 2024 in Review

TFO Wealth Partners sold out of Westlake Corp (WLK) in Q2 2024, closing a stake of 2 shares — an estimated $306 sold.

TFO Wealth Partners first reported a position in WLK in Q4 2022 and held it in 6 quarters. The position peaked at $376 in Q4 2022. 382 funds tracked by Wall St. Rank hold WLK as of Q2 2024.

  • TFO Wealth Partners reported no remaining Westlake Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Westlake Corp shares in Q2 2024, an estimated $306.
  • TFO Wealth Partners first reported a position in Westlake Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Westlake Corp position peaked at $376 in Q4 2022.
  • 382 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.