ICA Group Wealth Management’s Westlake Chemical Partners WLKP Stock Holding History

ICA Group 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
2024 Q2	–	Sell	-922	Closed	-$20.5K	–	1336
2024 Q1	$20.5K	Hold	922	–	–	﹤0.01%	746
2023 Q4	$20K	Buy	+922	New	+$20.1K	﹤0.01%	724
2023 Q3	–	Sell	-922	Closed	-$20K	–	1242
2023 Q2	$20K	Buy	+922	New	+$20.2K	0.01%	691

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return

ICA Group Wealth Management's WLKP Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Westlake Chemical Partners (WLKP) in Q2 2024, closing a stake of 922 shares — an estimated $20.5K sold.

ICA Group Wealth Management first reported a position in WLKP in Q2 2023 and held it in 3 quarters. The position peaked at $20.5K in Q1 2024. 58 funds tracked by Wall St. Rank hold WLKP as of Q2 2024.

ICA Group Wealth Management reported no remaining Westlake Chemical Partners position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 922 Westlake Chemical Partners shares in Q2 2024, an estimated $20.5K.
ICA Group Wealth Management first reported a position in Westlake Chemical Partners in Q2 2023 and held it in 3 quarters.
ICA Group Wealth Management's Westlake Chemical Partners position peaked at $20.5K in Q1 2024.
58 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.