ZIM
WLK icon

Zacks Investment Management’s Westlake Corp WLK Stock Holding History

Zacks 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 		– Sell
-44,818
Closed -$4.39M – 661
2022
Q2 		$4.39M Sell
44,818
-41,344
-48% -$5.06M 0.07% 179
2022
Q1 		$10.6M Buy
86,162
+48,087
+126% +$5.24M 0.15% 137
2021
Q4 		$3.7M Buy
38,075
+954
+3% +$93K 0.05% 223
2021
Q3 		$3.38M Buy
37,121
+9,464
+34% +$811K 0.05% 222
2021
Q2 		$2.49M Buy
27,657
+604
+2% +$58.7K 0.04% 264
2021
Q1 		$2.4M Buy
27,053
+1,227
+5% +$107K 0.04% 258
2020
Q4 		$2.11M Sell
25,826
-447
-2% -$33.4K 0.04% 255
2020
Q3 		$1.66M Buy
+26,273
New +$1.55M 0.03% 248
2018
Q3 		– Sell
-19,082
Closed -$2.05M – 615
2018
Q2 		$2.05M Buy
19,082
+856
+5% +$96K 0.04% 274
2018
Q1 		$2.03M Sell
18,226
-2,024
-10% -$225K 0.05% 261
2017
Q4 		$2.16M Buy
20,250
+250
+1% +$23.2K 0.05% 249
2017
Q3 		$1.66M Buy
20,000
+2,307
+13% +$169K 0.04% 277
2017
Q2 		$1.17M Buy
+17,693
New +$1.12M 0.03% 332
2017
Q1 		– Sell
-7,808
Closed -$437K – 738
2016
Q4 		$437K Buy
+7,808
New +$426K 0.01% 462
2015
Q1 		– Sell
-14,920
Closed -$911K – 719
2014
Q4 		$911K Buy
14,920
+7,176
+93% +$488K 0.03% 289
2014
Q3 		$671K Buy
7,744
+807
+12% +$73K 0.02% 335
2014
Q2 		$581K Sell
6,937
-6,159
-47% -$461K 0.02% 392
2014
Q1 		$867K Buy
+13,096
New +$832K 0.03% 283
2013
Q4 		– Sell
-8,542
Closed -$447K – 753
2013
Q3 		$447K Sell
8,542
-294
-3% -$15K 0.02% 377
2013
Q2 		$426K Buy
+8,836
New +$397K 0.02% 362

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Zacks Investment Management sold out of Westlake Corp (WLK) in Q3 2022, closing a stake of 44,818 shares — an estimated $4.39M sold.

Zacks Investment Management first reported a position in WLK in Q2 2013 and held it in 20 quarters. The position peaked at $10.6M in Q1 2022. 321 funds tracked by Wall St. Rank hold WLK as of Q3 2022.

  • Zacks Investment Management reported no remaining Westlake Corp position as of Q3 2022 after selling out during the quarter.
  • Zacks Investment Management sold 44,818 Westlake Corp shares in Q3 2022, an estimated $4.39M.
  • Zacks Investment Management first reported a position in Westlake Corp in Q2 2013 and held it in 20 quarters.
  • Zacks Investment Management's Westlake Corp position peaked at $10.6M in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2022.

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