Atria Wealth Solutions’s Westlake Chemical Partners WLKP Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-9,000	Closed	-$208K	–	2094
2024 Q4	$208K	Hold	9,000	–	–	﹤0.01%	1810
2024 Q3	$202K	Hold	9,000	–	–	﹤0.01%	1791
2024 Q2	$203K	Buy	+9,000	New	+$200K	﹤0.01%	1769

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 ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Atria Wealth Solutions's WLKP Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Westlake Chemical Partners (WLKP) in Q1 2025, closing a stake of 9,000 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in WLKP in Q2 2024 and held it in 3 quarters. The position peaked at $208K in Q4 2024. 53 funds tracked by Wall St. Rank hold WLKP as of Q1 2025.

Atria Wealth Solutions reported no remaining Westlake Chemical Partners position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 9,000 Westlake Chemical Partners shares in Q1 2025, an estimated $208K.
Atria Wealth Solutions first reported a position in Westlake Chemical Partners in Q2 2024 and held it in 3 quarters.
Atria Wealth Solutions's Westlake Chemical Partners position peaked at $208K in Q4 2024.
53 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.