Your Advocates Ltd’s Westlake Corp WLK Stock Holding History

Your Advocates Ltd’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
2024 Q1	–	Sell	-5	Closed	-$700	–	252
2023 Q4	$700	Hold	5	–	–	﹤0.01%	203
2023 Q3	$623	Hold	5	–	–	﹤0.01%	233
2023 Q2	$597	Hold	5	–	–	﹤0.01%	246
2023 Q1	$580	Hold	5	–	–	﹤0.01%	213
2022 Q4	$513	Hold	5	–	–	﹤0.01%	195
2022 Q3	$0	Sell	5 -5	-50%	-$479	﹤0.01%	219
2022 Q2	$1K	Buy	10 +5	+100%	+$612	﹤0.01%	198
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	215
2021 Q4	$0	Hold	5	–	–	﹤0.01%	225
2021 Q3	$0	Hold	5	–	–	﹤0.01%	209
2021 Q2	$0	Hold	5	–	–	﹤0.01%	148
2021 Q1	$0	Sell	5 -195	-98%	-$16.9K	﹤0.01%	159
2020 Q4	$14K	Buy	200 +100	+100%	+$7.47K	0.01%	77
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	99
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	108
2020 Q1	$4K	Buy	+100	New	+$5.62K	﹤0.01%	97

Other funds holding WLK

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

BlackRock New York $5.72T AUM 30.48% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Your Advocates Ltd's WLK Position: Q1 2024 in Review

Your Advocates Ltd sold out of Westlake Corp (WLK) in Q1 2024, closing a stake of 5 shares — an estimated $700 sold.

Your Advocates Ltd first reported a position in WLK in Q1 2020 and held it in 16 quarters. The position peaked at $14K in Q4 2020. 347 funds tracked by Wall St. Rank hold WLK as of Q1 2024.

Your Advocates Ltd reported no remaining Westlake Corp position as of Q1 2024 after selling out during the quarter.
Your Advocates Ltd sold 5 Westlake Corp shares in Q1 2024, an estimated $700.
Your Advocates Ltd first reported a position in Westlake Corp in Q1 2020 and held it in 16 quarters.
Your Advocates Ltd's Westlake Corp position peaked at $14K in Q4 2020.
347 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2024.

Based on Your Advocates Ltd's 13F filing for Q1 2024, filed 1 May 2024.