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VisionPoint Advisory Group’s Westlake Corp WLK Stock Holding History

VisionPoint Advisory Group’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
-58
Closed -$8.4K – 785
2024
Q2 		$8.4K Buy
+58
New +$8.91K ﹤0.01% 508

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
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Capital World Investors
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State Street
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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

VisionPoint Advisory Group's WLK Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Westlake Corp (WLK) in Q3 2024, closing a stake of 58 shares — an estimated $8.4K sold.

VisionPoint Advisory Group first reported a position in WLK in Q2 2024 and held it in 1 quarter. The position peaked at $8.4K in Q2 2024. 401 funds tracked by Wall St. Rank hold WLK as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Westlake Corp position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 58 Westlake Corp shares in Q3 2024, an estimated $8.4K.
  • VisionPoint Advisory Group first reported a position in Westlake Corp in Q2 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's Westlake Corp position peaked at $8.4K in Q2 2024.
  • 401 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.