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Belpointe Asset Management’s Westlake Chemical Partners WLKP Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,000
Closed -$22K – 3374
2023
Q1 		$22K Buy
+1,000
New +$23.4K ﹤0.01% 2258

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ClearBridge Investments
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Bank of America
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Goldman Sachs
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TCA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Belpointe Asset Management's WLKP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Westlake Chemical Partners (WLKP) in Q2 2023, closing a stake of 1,000 shares — an estimated $22K sold.

Belpointe Asset Management first reported a position in WLKP in Q1 2023 and held it in 1 quarter. The position peaked at $22K in Q1 2023. 54 funds tracked by Wall St. Rank hold WLKP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Westlake Chemical Partners position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,000 Westlake Chemical Partners shares in Q2 2023, an estimated $22K.
  • Belpointe Asset Management first reported a position in Westlake Chemical Partners in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Westlake Chemical Partners position peaked at $22K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.