Pekin Hardy Strauss’s Westlake Chemical Partners WLKP Stock Holding History

Pekin Hardy Strauss’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 Q4	–	Sell	-10,065	Closed	-$219K	–	337
2023 Q3	$219K	Sell	10,065 -800	-7%	-$17.9K	0.03%	275
2023 Q2	$236K	Sell	10,865 -16,385	-60%	-$359K	0.03%	267
2023 Q1	$600K	Sell	27,250 -2,900	-10%	-$68K	0.08%	185
2022 Q4	$709K	Sell	30,150 -2,500	-8%	-$56.7K	0.1%	176
2022 Q3	$702K	Buy	32,650 +4,500	+16%	+$109K	0.11%	168
2022 Q2	$701K	Buy	28,150 +20,300	+259%	+$543K	0.1%	181
2022 Q1	$213K	Buy	+7,850	New	+$209K	0.03%	308

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 Investments Seoul, South Korea $299B AUM 28.69% 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

Pekin Hardy Strauss's WLKP Position: Q4 2023 in Review

Pekin Hardy Strauss sold out of Westlake Chemical Partners (WLKP) in Q4 2023, closing a stake of 10,065 shares — an estimated $219K sold.

Pekin Hardy Strauss first reported a position in WLKP in Q1 2022 and held it in 7 quarters. The position peaked at $709K in Q4 2022. 62 funds tracked by Wall St. Rank hold WLKP as of Q4 2023.

Pekin Hardy Strauss reported no remaining Westlake Chemical Partners position as of Q4 2023 after selling out during the quarter.
Pekin Hardy Strauss sold 10,065 Westlake Chemical Partners shares in Q4 2023, an estimated $219K.
Pekin Hardy Strauss first reported a position in Westlake Chemical Partners in Q1 2022 and held it in 7 quarters.
Pekin Hardy Strauss's Westlake Chemical Partners position peaked at $709K in Q4 2022.
62 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q4 2023.

Based on Pekin Hardy Strauss's 13F filing for Q4 2023, filed 5 Feb 2024.