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Householder Group Estate & Retirement Specialist’s Westlake Chemical Partners WLKP Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q2 		– Sell
-217
Closed -$4.83K – 1351
2024
Q1 		$4.83K Buy
217
+4
+2% +$90 ﹤0.01% 936
2023
Q4 		$4K Buy
213
+5
+2% +$109 ﹤0.01% 928
2023
Q3 		$4.54K Buy
+208
New +$4.65K ﹤0.01% 956

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ClearBridge Investments
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Morgan Stanley
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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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WLKP Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Westlake Chemical Partners (WLKP) in Q2 2024, closing a stake of 217 shares — an estimated $4.83K sold.

Householder Group Estate & Retirement Specialist first reported a position in WLKP in Q3 2023 and held it in 3 quarters. The position peaked at $4.83K in Q1 2024. 58 funds tracked by Wall St. Rank hold WLKP as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Westlake Chemical Partners position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 217 Westlake Chemical Partners shares in Q2 2024, an estimated $4.83K.
  • Householder Group Estate & Retirement Specialist first reported a position in Westlake Chemical Partners in Q3 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Westlake Chemical Partners position peaked at $4.83K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.