AWM
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AE Wealth Management’s Westlake Chemical Partners WLKP Stock Holding History

AE Wealth Management’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
2023
Q1 		– Sell
-14,652
Closed -$344K – 2010
2022
Q4 		$344K Buy
+14,652
New +$332K ﹤0.01% 1451

Other funds holding WLKP

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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
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

AE Wealth Management's WLKP Position: Q1 2023 in Review

AE Wealth Management sold out of Westlake Chemical Partners (WLKP) in Q1 2023, closing a stake of 14,652 shares — an estimated $344K sold.

AE Wealth Management first reported a position in WLKP in Q4 2022 and held it in 1 quarter. The position peaked at $344K in Q4 2022. 55 funds tracked by Wall St. Rank hold WLKP as of Q1 2023.

  • AE Wealth Management reported no remaining Westlake Chemical Partners position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 14,652 Westlake Chemical Partners shares in Q1 2023, an estimated $344K.
  • AE Wealth Management first reported a position in Westlake Chemical Partners in Q4 2022 and held it in 1 quarter.
  • AE Wealth Management's Westlake Chemical Partners position peaked at $344K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.