Clear Investment Research’s Westlake Chemical Partners WLKP Stock Holding History

Clear Investment Research’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 Q4	–	Sell	-400	Closed	-$8.7K	–	276
2023 Q3	$8.7K	Hold	400	–	–	0.02%	135
2023 Q2	$8.68K	Hold	400	–	–	0.01%	136
2023 Q1	$8.8K	Hold	400	–	–	0.02%	130
2022 Q4	$9K	Hold	400	–	–	0.02%	124
2022 Q3	$9K	Buy	+400	New	+$9.66K	0.02%	123

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TCA

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

PFA

Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return

Clear Investment Research's WLKP Position: Q4 2023 in Review

Clear Investment Research sold out of Westlake Chemical Partners (WLKP) in Q4 2023, closing a stake of 400 shares — an estimated $8.7K sold.

Clear Investment Research first reported a position in WLKP in Q3 2022 and held it in 5 quarters. The position peaked at $9K in Q4 2022. 62 funds tracked by Wall St. Rank hold WLKP as of Q4 2023.

Clear Investment Research reported no remaining Westlake Chemical Partners position as of Q4 2023 after selling out during the quarter.
Clear Investment Research sold 400 Westlake Chemical Partners shares in Q4 2023, an estimated $8.7K.
Clear Investment Research first reported a position in Westlake Chemical Partners in Q3 2022 and held it in 5 quarters.
Clear Investment Research's Westlake Chemical Partners position peaked at $9K in Q4 2022.
62 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q4 2023.

Based on Clear Investment Research's 13F filing for Q4 2023, filed 12 Feb 2024.