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LGT Financial Advisors’s Westlake Chemical Partners WLKP Stock Holding History

LGT Financial 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
Q1 		– Sell
-102
Closed -$2.21K – 866
2023
Q4 		$2.21K Buy
102
+2
+2% +$44 ﹤0.01% 794
2023
Q3 		$2.17K Buy
+100
New +$2.24K ﹤0.01% 827

Other funds holding WLKP

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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 Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

LGT Financial Advisors's WLKP Position: Q1 2024 in Review

LGT Financial Advisors sold out of Westlake Chemical Partners (WLKP) in Q1 2024, closing a stake of 102 shares — an estimated $2.21K sold.

LGT Financial Advisors first reported a position in WLKP in Q3 2023 and held it in 2 quarters. The position peaked at $2.21K in Q4 2023. 61 funds tracked by Wall St. Rank hold WLKP as of Q1 2024.

  • LGT Financial Advisors reported no remaining Westlake Chemical Partners position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 102 Westlake Chemical Partners shares in Q1 2024, an estimated $2.21K.
  • LGT Financial Advisors first reported a position in Westlake Chemical Partners in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Westlake Chemical Partners position peaked at $2.21K in Q4 2023.
  • 61 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.