Zions Bancorporation’s Westlake Corp WLK Stock Holding History

Zions Bancorporation’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 Q4	$3.9K	Hold	34	–	–	﹤0.01%	727
2024 Q3	$5.11K	Sell	34 -9	-21%	-$1.29K	﹤0.01%	710
2024 Q2	$6.23K	Hold	43	–	–	﹤0.01%	737
2024 Q1	$6.57K	Hold	43	–	–	﹤0.01%	720
2023 Q4	$6.02K	Hold	43	–	–	﹤0.01%	725
2023 Q3	$5.36K	Hold	43	–	–	﹤0.01%	719
2023 Q2	$5.14K	Buy	+43	New	+$4.92K	﹤0.01%	726
2023 Q1	–	Sell	-5	Closed	-$513	–	1045
2022 Q4	$513	Hold	5	–	–	﹤0.01%	1033
2022 Q3	$0	Sell	5 -640	-99%	-$61.4K	﹤0.01%	1090
2022 Q2	$63K	Buy	645 +6	+0.9%	+$735	0.01%	438
2022 Q1	$79K	Buy	639 +634	+12,680%	+$69.1K	0.01%	443
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1064
2021 Q3	$0	Hold	5	–	–	﹤0.01%	1062
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1014
2021 Q1	$0	Hold	5	–	–	﹤0.01%	993
2020 Q4	$0	Sell	5 -7	-58%	-$523	﹤0.01%	1038
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	1009
2020 Q2	$1K	Sell	12 -106	-90%	-$4.88K	﹤0.01%	911
2020 Q1	$5K	Buy	118 +55	+87%	+$3.09K	﹤0.01%	710
2019 Q4	$4K	Sell	63 -14	-18%	-$940	﹤0.01%	830
2019 Q3	$5K	Buy	77 +21	+38%	+$1.35K	﹤0.01%	791
2019 Q2	$4K	Buy	56 +43	+331%	+$2.86K	﹤0.01%	764
2019 Q1	$1K	Buy	+13	New	+$942	﹤0.01%	908

Other funds holding WLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Zions Bancorporation's WLK Position: Q4 2024 in Review

Zions Bancorporation held its Westlake Corp (WLK) position steady in Q4 2024 at 34 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Zions Bancorporation first reported a position in WLK in Q1 2019 and has held it in 23 quarters since. The position peaked at $79K in Q1 2022. 378 funds tracked by Wall St. Rank hold WLK as of Q4 2024.

Zions Bancorporation held 34 shares of Westlake Corp worth $3.9K as of Q4 2024.
Zions Bancorporation left its Westlake Corp share count unchanged in Q4 2024.
Westlake Corp made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #727 holding.
Zions Bancorporation first reported a position in Westlake Corp in Q1 2019 and has held it in 23 quarters since.
Zions Bancorporation's Westlake Corp position peaked at $79K in Q1 2022.
378 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.