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Endurance Wealth Management’s Westlake Chemical Partners WLKP Stock Holding History

Endurance Wealth 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
2021
Q4 		– Sell
-500
Closed -$12K – 654
2021
Q3 		$12K Hold
500
– – ﹤0.01% 507
2021
Q2 		$13K Hold
500
– – ﹤0.01% 503
2021
Q1 		$12K Buy
+500
New +$11.8K ﹤0.01% 518

Other funds holding WLKP

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EIP
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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

Endurance Wealth Management's WLKP Position: Q4 2021 in Review

Endurance Wealth Management sold out of Westlake Chemical Partners (WLKP) in Q4 2021, closing a stake of 500 shares — an estimated $12K sold.

Endurance Wealth Management first reported a position in WLKP in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q2 2021. 63 funds tracked by Wall St. Rank hold WLKP as of Q4 2021.

  • Endurance Wealth Management reported no remaining Westlake Chemical Partners position as of Q4 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 500 Westlake Chemical Partners shares in Q4 2021, an estimated $12K.
  • Endurance Wealth Management first reported a position in Westlake Chemical Partners in Q1 2021 and held it in 3 quarters.
  • Endurance Wealth Management's Westlake Chemical Partners position peaked at $13K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q4 2021.

Based on Endurance Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.