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Wilen Investment Management’s Westlake Corp WLK Stock Holding History

Wilen Investment 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
2022
Q3 		$1.91M Hold
22,183
– – 1.95% 16
2022
Q2 		$2.16M Buy
22,183
+651
+3% +$79.7K 1.88% 15
2022
Q1 		$2.65M Buy
21,532
+1,000
+5% +$109K 2% 15
2021
Q4 		$1.98M Buy
+20,532
New +$2M 1.51% 19

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wilen Investment Management's WLK Position: Q3 2022 in Review

Wilen Investment Management held its Westlake Corp (WLK) position steady in Q3 2022 at 22,183 shares worth $1.91M. The position accounts for 1.95% of the portfolio, ranked #16.

Wilen Investment Management first reported a position in WLK in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.65M in Q1 2022. 321 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

  • Wilen Investment Management held 22,183 shares of Westlake Corp worth $1.91M as of Q3 2022.
  • Wilen Investment Management left its Westlake Corp share count unchanged in Q3 2022.
  • Westlake Corp made up 1.95% of Wilen Investment Management's portfolio in Q3 2022, its #16 holding.
  • Wilen Investment Management first reported a position in Westlake Corp in Q4 2021 and has held it in 4 quarters since.
  • Wilen Investment Management's Westlake Corp position peaked at $2.65M in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.