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Newbridge Financial Services Group’s Westlake Chemical Partners WLKP Stock Holding History

Newbridge Financial Services Group’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
2023
Q1 		– Sell
-625
Closed -$14.7K – 1487
2022
Q4 		$14.7K Buy
+625
New +$14.2K 0.01% 812

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UBS Group
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Bank of America
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Morgan Stanley
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Newbridge Financial Services Group's WLKP Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of Westlake Chemical Partners (WLKP) in Q1 2023, closing a stake of 625 shares — an estimated $14.7K sold.

Newbridge Financial Services Group first reported a position in WLKP in Q4 2022 and held it in 1 quarter. The position peaked at $14.7K in Q4 2022. 55 funds tracked by Wall St. Rank hold WLKP as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining Westlake Chemical Partners position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 625 Westlake Chemical Partners shares in Q1 2023, an estimated $14.7K.
  • Newbridge Financial Services Group first reported a position in Westlake Chemical Partners in Q4 2022 and held it in 1 quarter.
  • Newbridge Financial Services Group's Westlake Chemical Partners position peaked at $14.7K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.