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Venturi Wealth Management’s Westlake Corp WLK Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-789
Closed -$90.5K – 1850
2024
Q4 		$90.5K Buy
789
+490
+164% +$63.8K ﹤0.01% 822
2024
Q3 		$44.9K Buy
299
+53
+22% +$7.63K ﹤0.01% 802
2024
Q2 		$35.6K Buy
246
+83
+51% +$12.7K ﹤0.01% 774
2024
Q1 		$24.9K Sell
163
-73
-31% -$10.3K ﹤0.01% 674
2023
Q4 		$33K Buy
236
+80
+51% +$10.2K ﹤0.01% 579
2023
Q3 		$19.4K Buy
156
+128
+457% +$16.4K ﹤0.01% 630
2023
Q2 		$3.35K Hold
28
– – ﹤0.01% 819
2023
Q1 		$3.25K Buy
+28
New +$3.23K ﹤0.01% 916

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Venturi Wealth Management's WLK Position: Q1 2025 in Review

Venturi Wealth Management sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 789 shares — an estimated $90.5K sold.

Venturi Wealth Management first reported a position in WLK in Q1 2023 and held it in 8 quarters. The position peaked at $90.5K in Q4 2024. 362 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • Venturi Wealth Management reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 789 Westlake Corp shares in Q1 2025, an estimated $90.5K.
  • Venturi Wealth Management first reported a position in Westlake Corp in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Westlake Corp position peaked at $90.5K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.