Wipfli Financial Advisors’s Westlake Corp WLK Stock Holding History

Wipfli Financial 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
2022 Q3	$50K	Buy	+570	New	+$54.7K	﹤0.01%	1084

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

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wipfli Financial Advisors's WLK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Westlake Corp (WLK) in Q3 2022: 570 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings.

320 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

Wipfli Financial Advisors held 570 shares of Westlake Corp worth $50K as of Q3 2022.
Westlake Corp was a new Wipfli Financial Advisors position in Q3 2022.
Westlake Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1084 holding.
320 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.