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Redwood Wealth Management Group’s Westlake Chemical Partners WLKP Stock Holding History

Redwood Wealth Management 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
2024
Q3 		– Sell
-431
Closed -$9.73K – 1097
2024
Q2 		$9.73K Buy
+431
New +$9.59K 0.01% 598

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ClearBridge Investments
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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TCA
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Citigroup
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Redwood Wealth Management Group's WLKP Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Westlake Chemical Partners (WLKP) in Q3 2024, closing a stake of 431 shares — an estimated $9.73K sold.

Redwood Wealth Management Group first reported a position in WLKP in Q2 2024 and held it in 1 quarter. The position peaked at $9.73K in Q2 2024. 56 funds tracked by Wall St. Rank hold WLKP as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Westlake Chemical Partners position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 431 Westlake Chemical Partners shares in Q3 2024, an estimated $9.73K.
  • Redwood Wealth Management Group first reported a position in Westlake Chemical Partners in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Westlake Chemical Partners position peaked at $9.73K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.