United Capital Financial Advisors’s Westlake Corp WLK Stock Holding History

United Capital Financial Advisors’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	-1,332	Closed	-$204K	–	1121
2024 Q1	$204K	Buy	+1,332	New	+$188K	﹤0.01%	1016
2015 Q4	–	Sell	-7,998	Closed	-$415K	–	1293
2015 Q3	$415K	Buy	7,998 +1,962	+33%	+$115K	0.01%	955
2015 Q2	$414K	Buy	6,036 +547	+10%	+$39.8K	﹤0.01%	981
2015 Q1	$428K	Buy	5,489 +1,943	+55%	+$124K	0.01%	953
2014 Q4	$217K	Sell	3,546 -1,324	-27%	-$90.1K	﹤0.01%	1079
2014 Q3	$422K	Buy	+4,870	New	+$441K	0.01%	835

Other funds holding WLK

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

United Capital Financial Advisors's WLK Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Westlake Corp (WLK) in Q2 2024, closing a stake of 1,332 shares — an estimated $204K sold.

United Capital Financial Advisors first reported a position in WLK in Q3 2014 and held it in 6 quarters. The position peaked at $428K in Q1 2015. 381 funds tracked by Wall St. Rank hold WLK as of Q2 2024.

United Capital Financial Advisors reported no remaining Westlake Corp position as of Q2 2024 after selling out during the quarter.
United Capital Financial Advisors sold 1,332 Westlake Corp shares in Q2 2024, an estimated $204K.
United Capital Financial Advisors first reported a position in Westlake Corp in Q3 2014 and held it in 6 quarters.
United Capital Financial Advisors's Westlake Corp position peaked at $428K in Q1 2015.
381 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.