Atria Investments, Inc WLK — WESTLAKE CHEM CORP

Ownership history in Atria Investments, Inc  ·  10 quarters on record

AI Ownership Summary

Atria Investments, Inc reported WESTLAKE CHEM CORP (WLK) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows WLK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WLK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in WESTLAKE CHEM CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

WLK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Investments, Inc held WLK — position size vs. price
% of Fund (quarterly)    WLK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,283 -1,082 -20.2% 0.00% $267K 2026-10-15 $63.70
2026 Q2 ADDED — — — 5,365 +1,579 +41.7% 0.00% $392K 2026-07-28 $71.66
2026 Q1 REDUCED 7.0% -35.6% ✅ 3,786 -286 -7.0% 0.00% $442K 2026-05-05 $103.43
2025 Q4 ADDED — — — 4,072 +239 +6.2% 0.00% $301K 2026-02-05 $90.53
2025 Q3 ADDED — — — 3,833 +834 +27.8% 0.00% $295K 2025-11-06 $62.76
2025 Q2 REDUCED 12.9% +2.1% ❌ 2,999 -445 -12.9% 0.00% $228K 2025-08-04 $73.77
2024 Q2 REDUCED — — — 3,444 -180 -5.0% 0.01% $499K 2024-08-13 $137.76
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Atria Investments, Inc and WLK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning WLK?

Atria Investments, Inc reported WLK across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported WLK position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for WLK was 0.01% in 2024 Q2.

What is the latest reported WLK position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 4,283 shares, equal to 0.00% of portfolio, with an estimated market value of $267K.

What does the chart on this WLK ownership page compare?

The chart compares Atria Investments, Inc's quarterly WLK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their WLK position?

Based on 13F filing dates vs. subsequent WLK price moves, Atria Investments, Inc correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on WLK relative to SPY over the holding period was +217.7%.

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