V Wealth Advisors’s Westlake Corp WLK Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-8,500	Closed	-$1.02M	–	372
2023 Q2	$1.02M	Sell	8,500 -160	-2%	-$18.3K	0.17%	116
2023 Q1	$1M	Sell	8,660 -906	-9%	-$105K	0.19%	119
2022 Q4	$981K	Sell	9,566 -3,745	-28%	-$377K	0.2%	115
2022 Q3	$1.16M	Hold	13,311	–	–	0.23%	100
2022 Q2	$1.3M	Buy	13,311 +488	+4%	+$59.8K	0.25%	100
2022 Q1	$1.58M	Buy	+12,823	New	+$1.4M	0.25%	96

Other funds holding WLK

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

V Wealth Advisors's WLK Position: Q3 2023 in Review

V Wealth Advisors sold out of Westlake Corp (WLK) in Q3 2023, closing a stake of 8,500 shares — an estimated $1.02M sold.

V Wealth Advisors first reported a position in WLK in Q1 2022 and held it in 6 quarters. The position peaked at $1.58M in Q1 2022. 334 funds tracked by Wall St. Rank hold WLK as of Q3 2023.

V Wealth Advisors reported no remaining Westlake Corp position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 8,500 Westlake Corp shares in Q3 2023, an estimated $1.02M.
V Wealth Advisors first reported a position in Westlake Corp in Q1 2022 and held it in 6 quarters.
V Wealth Advisors's Westlake Corp position peaked at $1.58M in Q1 2022.
334 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.