Trajan Wealth’s Westlake Corp WLK Stock Holding History

Trajan 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
2024 Q4	–	Sell	-1,389	Closed	-$209K	–	191
2024 Q3	$209K	Buy	+1,389	New	+$200K	0.01%	172
2024 Q2	–	Sell	-1,429	Closed	-$218K	–	185
2024 Q1	$218K	Buy	+1,429	New	+$201K	0.01%	175

Other funds holding WLK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trajan Wealth's WLK Position: Q4 2024 in Review

Trajan Wealth sold out of Westlake Corp (WLK) in Q4 2024, closing a stake of 1,389 shares — an estimated $209K sold.

Trajan Wealth first reported a position in WLK in Q1 2024 and held it in 2 quarters. The position peaked at $218K in Q1 2024. 377 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

Trajan Wealth reported no remaining Westlake Corp position as of Q4 2024 after selling out during the quarter.
Trajan Wealth sold 1,389 Westlake Corp shares in Q4 2024, an estimated $209K.
Trajan Wealth first reported a position in Westlake Corp in Q1 2024 and held it in 2 quarters.
Trajan Wealth's Westlake Corp position peaked at $218K in Q1 2024.
377 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Trajan Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.