Wealthspire Advisors (Maryland)’s Westlake Corp WLK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-123	Closed	-$8K	–	2045
2019 Q1	$8K	Buy	123 +3	+3%	+$217	﹤0.01%	1642
2018 Q4	$8K	Buy	120 +94	+362%	+$6.79K	﹤0.01%	1575
2018 Q3	$2K	Sell	26 -12	-32%	-$1.17K	﹤0.01%	2208
2018 Q2	$4K	Buy	38 +4	+12%	+$448	﹤0.01%	1919
2018 Q1	$4K	Sell	34 -65	-66%	-$7.23K	﹤0.01%	1943
2017 Q4	$11K	Buy	99 +14	+16%	+$1.3K	﹤0.01%	1565
2017 Q3	$7K	Sell	85 -6	-7%	-$441	﹤0.01%	1704
2017 Q2	$6K	Buy	+91	New	+$5.78K	﹤0.01%	1729
2016 Q1	–	Sell	-386	Closed	-$21K	–	1850
2015 Q4	$21K	Buy	+386	New	+$22.4K	﹤0.01%	958

Other funds holding WLK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s WLK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Westlake Corp (WLK) in Q2 2019, closing a stake of 123 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in WLK in Q4 2015 and held it in 9 quarters. The position peaked at $21K in Q4 2015. 269 funds tracked by Wall St. Rank hold WLK as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Westlake Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 123 Westlake Corp shares in Q2 2019, an estimated $8K.
Wealthspire Advisors (Maryland) first reported a position in Westlake Corp in Q4 2015 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Westlake Corp position peaked at $21K in Q4 2015.
269 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.