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Kovack Advisors’s Westlake Chemical Partners WLKP Stock Holding History

Kovack Advisors’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
-11,725
Closed -$260K – 606
2024
Q1 		$260K Sell
11,725
-350
-3% -$7.86K 0.03% 385
2023
Q4 		$261K Buy
+12,075
New +$263K 0.03% 456

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Kovack Advisors's WLKP Position: Q2 2024 in Review

Kovack Advisors sold out of Westlake Chemical Partners (WLKP) in Q2 2024, closing a stake of 11,725 shares — an estimated $260K sold.

Kovack Advisors first reported a position in WLKP in Q4 2023 and held it in 2 quarters. The position peaked at $261K in Q4 2023. 58 funds tracked by Wall St. Rank hold WLKP as of Q2 2024.

  • Kovack Advisors reported no remaining Westlake Chemical Partners position as of Q2 2024 after selling out during the quarter.
  • Kovack Advisors sold 11,725 Westlake Chemical Partners shares in Q2 2024, an estimated $260K.
  • Kovack Advisors first reported a position in Westlake Chemical Partners in Q4 2023 and held it in 2 quarters.
  • Kovack Advisors's Westlake Chemical Partners position peaked at $261K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2024.

Based on Kovack Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.