NewEdge Advisors’s Westlake Chemical Partners WLKP Stock Holding History

NewEdge 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
2025 Q1	–	Sell	-2,600	Closed	-$60.2K	–	4119
2024 Q4	$60.2K	Hold	2,600	–	–	﹤0.01%	2463
2024 Q3	$58.3K	Buy	2,600 +1,600	+160%	+$36.3K	﹤0.01%	2380
2024 Q2	$22.6K	Hold	1,000	–	–	﹤0.01%	2591
2024 Q1	$22.2K	Hold	1,000	–	–	﹤0.01%	2596
2023 Q4	$21.6K	Buy	1,000 +500	+100%	+$10.9K	﹤0.01%	2544
2023 Q3	$10.9K	Buy	500 +160	+47%	+$3.58K	﹤0.01%	2548
2023 Q2	$7.38K	Buy	+340	New	+$7.44K	﹤0.01%	2696
2023 Q1	–	Sell	-5,314	Closed	-$125K	–	4173
2022 Q4	$125K	Buy	+5,314	New	+$120K	﹤0.01%	1353
2017 Q3	–	Sell	-2,800	Closed	-$67.5K	–	1126
2017 Q2	$67.5K	Buy	+2,800	New	+$69.3K	0.01%	482

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NewEdge Advisors's WLKP Position: Q1 2025 in Review

NewEdge Advisors sold out of Westlake Chemical Partners (WLKP) in Q1 2025, closing a stake of 2,600 shares — an estimated $60.2K sold.

NewEdge Advisors first reported a position in WLKP in Q2 2017 and held it in 9 quarters. The position peaked at $125K in Q4 2022. 53 funds tracked by Wall St. Rank hold WLKP as of Q1 2025.

NewEdge Advisors reported no remaining Westlake Chemical Partners position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 2,600 Westlake Chemical Partners shares in Q1 2025, an estimated $60.2K.
NewEdge Advisors first reported a position in Westlake Chemical Partners in Q2 2017 and held it in 9 quarters.
NewEdge Advisors's Westlake Chemical Partners position peaked at $125K in Q4 2022.
53 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.