Proficio Capital Partners’s Westlake Chemical Partners WLKP Stock Holding History

Proficio Capital Partners’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 Q2	–	Sell	-9,400	Closed	-$207K	–	313
2023 Q1	$207K	Hold	9,400	–	–	0.03%	271
2022 Q4	$221K	Sell	9,400 -1,200	-11%	-$27.2K	0.04%	250
2022 Q3	$202K	Hold	10,600	–	–	0.04%	247
2022 Q2	$264K	Buy	10,600 +2,200	+26%	+$58.9K	0.05%	219
2022 Q1	$227K	Hold	8,400	–	–	0.03%	254
2021 Q4	$226K	Buy	+8,400	New	+$208K	0.03%	269

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Proficio Capital Partners's WLKP Position: Q2 2023 in Review

Proficio Capital Partners sold out of Westlake Chemical Partners (WLKP) in Q2 2023, closing a stake of 9,400 shares — an estimated $207K sold.

Proficio Capital Partners first reported a position in WLKP in Q4 2021 and held it in 6 quarters. The position peaked at $264K in Q2 2022. 54 funds tracked by Wall St. Rank hold WLKP as of Q2 2023.

Proficio Capital Partners reported no remaining Westlake Chemical Partners position as of Q2 2023 after selling out during the quarter.
Proficio Capital Partners sold 9,400 Westlake Chemical Partners shares in Q2 2023, an estimated $207K.
Proficio Capital Partners first reported a position in Westlake Chemical Partners in Q4 2021 and held it in 6 quarters.
Proficio Capital Partners's Westlake Chemical Partners position peaked at $264K in Q2 2022.
54 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2023.

Based on Proficio Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.