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Toth Financial Advisory’s Westlake Corp WLK Stock Holding History

Toth Financial Advisory’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
2019
Q2 		– Sell
-45
Closed -$3K – 482
2019
Q1 		$3K Hold
45
– – ﹤0.01% 379
2018
Q4 		$3K Buy
+45
New +$3.25K ﹤0.01% 366

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Toth Financial Advisory's WLK Position: Q2 2019 in Review

Toth Financial Advisory sold out of Westlake Corp (WLK) in Q2 2019, closing a stake of 45 shares — an estimated $3K sold.

Toth Financial Advisory first reported a position in WLK in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 269 funds tracked by Wall St. Rank hold WLK as of Q2 2019.

  • Toth Financial Advisory reported no remaining Westlake Corp position as of Q2 2019 after selling out during the quarter.
  • Toth Financial Advisory sold 45 Westlake Corp shares in Q2 2019, an estimated $3K.
  • Toth Financial Advisory first reported a position in Westlake Corp in Q4 2018 and held it in 2 quarters.
  • Toth Financial Advisory's Westlake Corp position peaked at $3K in Q1 2019.
  • 269 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2019.

Based on Toth Financial Advisory's 13F filing for Q2 2019, filed 17 Jul 2019.