1834 Investment Advisors’s Westlake Chemical Partners WLKP Stock Holding History

1834 Investment Advisors’s Portfolio WLKP Stock Details WLKP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,000	Closed	-$199K	–	451
2022 Q2	$199K	Hold	8,000	–	–	0.03%	195
2022 Q1	$217K	Hold	8,000	–	–	0.03%	189
2021 Q4	$215K	Sell	8,000 -600	-7%	-$14.9K	0.02%	184
2021 Q3	$209K	Buy	8,600 +3,100	+56%	+$81.1K	0.03%	187
2021 Q2	$148K	Buy	+5,500	New	+$146K	0.02%	206

Other funds holding WLKP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1834 Investment Advisors's WLKP Position: Q3 2022 in Review

1834 Investment Advisors sold out of Westlake Chemical Partners (WLKP) in Q3 2022, closing a stake of 8,000 shares — an estimated $199K sold.

1834 Investment Advisors first reported a position in WLKP in Q2 2021 and held it in 5 quarters. The position peaked at $217K in Q1 2022. 52 funds tracked by Wall St. Rank hold WLKP as of Q3 2022.

1834 Investment Advisors reported no remaining Westlake Chemical Partners position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 8,000 Westlake Chemical Partners shares in Q3 2022, an estimated $199K.
1834 Investment Advisors first reported a position in Westlake Chemical Partners in Q2 2021 and held it in 5 quarters.
1834 Investment Advisors's Westlake Chemical Partners position peaked at $217K in Q1 2022.
52 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.