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ZWJ Investment Counsel’s Westlake Corp WLK Stock Holding History

ZWJ Investment Counsel’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
2020
Q1 		– Sell
-3,900
Closed -$274K – 219
2019
Q4 		$274K Buy
+3,900
New +$262K 0.02% 191

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T. Rowe Price Associates
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ZWJ Investment Counsel's WLK Position: Q1 2020 in Review

ZWJ Investment Counsel sold out of Westlake Corp (WLK) in Q1 2020, closing a stake of 3,900 shares — an estimated $274K sold.

ZWJ Investment Counsel first reported a position in WLK in Q4 2019 and held it in 1 quarter. The position peaked at $274K in Q4 2019. 218 funds tracked by Wall St. Rank hold WLK as of Q1 2020.

  • ZWJ Investment Counsel reported no remaining Westlake Corp position as of Q1 2020 after selling out during the quarter.
  • ZWJ Investment Counsel sold 3,900 Westlake Corp shares in Q1 2020, an estimated $274K.
  • ZWJ Investment Counsel first reported a position in Westlake Corp in Q4 2019 and held it in 1 quarter.
  • ZWJ Investment Counsel's Westlake Corp position peaked at $274K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2020.

Based on ZWJ Investment Counsel's 13F filing for Q1 2020, filed 18 May 2020.