CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Westlake Chemical Partners WLKP Stock Holding History

CAPTRUST Financial 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
-1,074
Closed -$27K – 4065
2022
Q2 		$27K Buy
1,074
+18
+2% +$482 ﹤0.01% 3204
2022
Q1 		$29K Buy
1,056
+18
+2% +$478 ﹤0.01% 3178
2021
Q4 		$28K Buy
1,038
+20
+2% +$496 ﹤0.01% 3079
2021
Q3 		$25K Buy
+1,018
New +$26.6K ﹤0.01% 3021

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ClearBridge Investments
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UBS Group
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Bank of America
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
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

CAPTRUST Financial Advisors's WLKP Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Westlake Chemical Partners (WLKP) in Q3 2022, closing a stake of 1,074 shares — an estimated $27K sold.

CAPTRUST Financial Advisors first reported a position in WLKP in Q3 2021 and held it in 4 quarters. The position peaked at $29K in Q1 2022. 52 funds tracked by Wall St. Rank hold WLKP as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Westlake Chemical Partners position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,074 Westlake Chemical Partners shares in Q3 2022, an estimated $27K.
  • CAPTRUST Financial Advisors first reported a position in Westlake Chemical Partners in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Westlake Chemical Partners position peaked at $29K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.