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Valley National Advisers’s Westlake Corp WLK Stock Holding History

Valley National Advisers’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
Q3 		– Sell
-25
Closed -$3K – 1156
2024
Q2 		$3K Buy
25
+5
+25% +$768 ﹤0.01% 865
2024
Q1 		$3K Hold
20
– – ﹤0.01% 915
2023
Q4 		$2K Buy
+20
New +$2.54K ﹤0.01% 1002
2021
Q3 		– Sell
-34
Closed -$3K – 947
2021
Q2 		$3K Hold
34
– – ﹤0.01% 756
2021
Q1 		$3K Hold
34
– – ﹤0.01% 710
2020
Q4 		$3K Hold
34
– – ﹤0.01% 674
2020
Q3 		$2K Hold
34
– – ﹤0.01% 675
2020
Q2 		$2K Buy
+34
New +$1.56K ﹤0.01% 682
2019
Q1 		– Sell
-23
Closed -$2K – 824
2018
Q4 		$2K Buy
+23
New +$1.66K ﹤0.01% 673

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Valley National Advisers's WLK Position: Q3 2024 in Review

Valley National Advisers sold out of Westlake Corp (WLK) in Q3 2024, closing a stake of 25 shares — an estimated $3K sold.

Valley National Advisers first reported a position in WLK in Q4 2018 and held it in 9 quarters. The position peaked at $3K in Q2 2024. 401 funds tracked by Wall St. Rank hold WLK as of Q3 2024.

  • Valley National Advisers reported no remaining Westlake Corp position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 25 Westlake Corp shares in Q3 2024, an estimated $3K.
  • Valley National Advisers first reported a position in Westlake Corp in Q4 2018 and held it in 9 quarters.
  • Valley National Advisers's Westlake Corp position peaked at $3K in Q2 2024.
  • 401 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.