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Counterpoint Mutual Funds’s Westlake Chemical Partners WLKP Stock Holding History

Counterpoint Mutual Funds’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
2021
Q4 		– Sell
-851
Closed -$21K – 250
2021
Q3 		$21K Buy
851
+356
+72% +$9.32K 0.02% 50
2021
Q2 		$13K Buy
+495
New +$13.2K 0.01% 140

Other funds holding WLKP

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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
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Counterpoint Mutual Funds's WLKP Position: Q4 2021 in Review

Counterpoint Mutual Funds sold out of Westlake Chemical Partners (WLKP) in Q4 2021, closing a stake of 851 shares — an estimated $21K sold.

Counterpoint Mutual Funds first reported a position in WLKP in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q3 2021. 63 funds tracked by Wall St. Rank hold WLKP as of Q4 2021.

  • Counterpoint Mutual Funds reported no remaining Westlake Chemical Partners position as of Q4 2021 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 851 Westlake Chemical Partners shares in Q4 2021, an estimated $21K.
  • Counterpoint Mutual Funds first reported a position in Westlake Chemical Partners in Q2 2021 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Westlake Chemical Partners position peaked at $21K in Q3 2021.
  • 63 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q4 2021.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2021, filed 28 Jan 2022.