Concourse Financial Group Securities’s Westlake Chemical Partners WLKP Stock Holding History

Concourse Financial Group Securities’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	-2,000	Closed	-$48.4K	–	2089
2024 Q4	$48.4K	Hold	2,000	–	–	﹤0.01%	1231
2024 Q3	$44.8K	Hold	2,000	–	–	﹤0.01%	1226
2024 Q2	$45.2K	Hold	2,000	–	–	﹤0.01%	1213
2024 Q1	$44.4K	Hold	2,000	–	–	﹤0.01%	1228
2023 Q4	$43.3K	Hold	2,000	–	–	﹤0.01%	1188
2023 Q3	$43.5K	Hold	2,000	–	–	﹤0.01%	1130
2023 Q2	$43.4K	Sell	2,000 -500	-20%	-$10.9K	﹤0.01%	1146
2023 Q1	$55K	Hold	2,500	–	–	﹤0.01%	1057
2022 Q4	$58.8K	Hold	2,500	–	–	﹤0.01%	1014
2022 Q3	$54K	Buy	2,500 +2,300	+1,150%	+$55.5K	0.01%	932
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	1871
2022 Q1	$5K	Sell	200 -150	-43%	-$3.99K	﹤0.01%	1876
2021 Q4	$9K	Hold	350	–	–	﹤0.01%	1900
2021 Q3	$9K	Hold	350	–	–	﹤0.01%	1931
2021 Q2	$9K	Hold	350	–	–	﹤0.01%	1911
2021 Q1	$8K	Hold	350	–	–	﹤0.01%	1843
2020 Q4	$8K	Hold	350	–	–	﹤0.01%	1764
2020 Q3	$7K	Hold	350	–	–	﹤0.01%	1702
2020 Q2	$7K	Hold	350	–	–	﹤0.01%	1609
2020 Q1	$5K	Hold	350	–	–	﹤0.01%	1685
2019 Q4	$9K	Buy	+350	New	+$8.04K	﹤0.01%	1482
2019 Q3	–	Sell	-350	Closed	-$7.93K	–	2171
2019 Q2	$9K	Hold	350	–	–	﹤0.01%	1533
2019 Q1	$7K	Hold	350	–	–	﹤0.01%	1654
2018 Q4	$8K	Buy	+350	New	+$8.08K	﹤0.01%	1509

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

Concourse Financial Group Securities's WLKP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Westlake Chemical Partners (WLKP) in Q1 2025, closing a stake of 2,000 shares — an estimated $48.4K sold.

Concourse Financial Group Securities first reported a position in WLKP in Q4 2018 and held it in 24 quarters. The position peaked at $58.8K in Q4 2022. 53 funds tracked by Wall St. Rank hold WLKP as of Q1 2025.

Concourse Financial Group Securities reported no remaining Westlake Chemical Partners position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 2,000 Westlake Chemical Partners shares in Q1 2025, an estimated $48.4K.
Concourse Financial Group Securities first reported a position in Westlake Chemical Partners in Q4 2018 and held it in 24 quarters.
Concourse Financial Group Securities's Westlake Chemical Partners position peaked at $58.8K in Q4 2022.
53 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.