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GeoWealth Management’s Westlake Chemical Partners WLKP Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-7,577
Closed -$175K – 1787
2024
Q4 		$175K Buy
+7,577
New +$174K 0.01% 809

Other funds holding WLKP

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

GeoWealth Management's WLKP Position: Q1 2025 in Review

GeoWealth Management sold out of Westlake Chemical Partners (WLKP) in Q1 2025, closing a stake of 7,577 shares — an estimated $175K sold.

GeoWealth Management first reported a position in WLKP in Q4 2024 and held it in 1 quarter. The position peaked at $175K in Q4 2024. 53 funds tracked by Wall St. Rank hold WLKP as of Q1 2025.

  • GeoWealth Management reported no remaining Westlake Chemical Partners position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 7,577 Westlake Chemical Partners shares in Q1 2025, an estimated $175K.
  • GeoWealth Management first reported a position in Westlake Chemical Partners in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Westlake Chemical Partners position peaked at $175K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.