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WBI Investments’s Westlake Corp WLK Stock Holding History

WBI Investments’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
2022
Q2 		– Sell
-5,067
Closed -$625K – 210
2022
Q1 		$625K Buy
+5,067
New +$552K 0.1% 133
2016
Q1 		– Sell
-41,335
Closed -$2.25M – 235
2015
Q4 		$2.25M Buy
+41,335
New +$2.4M 0.06% 146

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WBI Investments's WLK Position: Q2 2022 in Review

WBI Investments sold out of Westlake Corp (WLK) in Q2 2022, closing a stake of 5,067 shares — an estimated $625K sold.

WBI Investments first reported a position in WLK in Q4 2015 and held it in 2 quarters. The position peaked at $2.25M in Q4 2015. 353 funds tracked by Wall St. Rank hold WLK as of Q2 2022.

  • WBI Investments reported no remaining Westlake Corp position as of Q2 2022 after selling out during the quarter.
  • WBI Investments sold 5,067 Westlake Corp shares in Q2 2022, an estimated $625K.
  • WBI Investments first reported a position in Westlake Corp in Q4 2015 and held it in 2 quarters.
  • WBI Investments's Westlake Corp position peaked at $2.25M in Q4 2015.
  • 353 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.