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Westover Capital Advisors’s Westlake Corp WLK Stock Holding History

Westover Capital Advisors’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
-2,555
Closed -$293K – 256
2024
Q4 		$293K Sell
2,555
-262
-9% -$34.1K 0.06% 192
2024
Q3 		$423K Sell
2,817
-30
-1% -$4.32K 0.08% 165
2024
Q2 		$412K Sell
2,847
-184
-6% -$28.3K 0.11% 149
2024
Q1 		$463K Sell
3,031
-295
-9% -$41.5K 0.14% 118
2023
Q4 		$466K Sell
3,326
-104
-3% -$13.2K 0.15% 107
2023
Q3 		$428K Sell
3,430
-43
-1% -$5.52K 0.15% 109
2023
Q2 		$415K Sell
3,473
-87
-2% -$9.95K 0.14% 112
2023
Q1 		$413K Sell
3,560
-17
-0.5% -$1.96K 0.15% 109
2022
Q4 		$367K Buy
+3,577
New +$360K 0.15% 99

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Westover Capital Advisors's WLK Position: Q1 2025 in Review

Westover Capital Advisors sold out of Westlake Corp (WLK) in Q1 2025, closing a stake of 2,555 shares — an estimated $293K sold.

Westover Capital Advisors first reported a position in WLK in Q4 2022 and held it in 9 quarters. The position peaked at $466K in Q4 2023. 360 funds tracked by Wall St. Rank hold WLK as of Q1 2025.

  • Westover Capital Advisors reported no remaining Westlake Corp position as of Q1 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 2,555 Westlake Corp shares in Q1 2025, an estimated $293K.
  • Westover Capital Advisors first reported a position in Westlake Corp in Q4 2022 and held it in 9 quarters.
  • Westover Capital Advisors's Westlake Corp position peaked at $466K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2025.

Based on Westover Capital Advisors's 13F filing for Q1 2025, filed 6 May 2025.