Scopus Asset Management’s Westlake Chemical Partners WLKP Stock Holding History

Scopus Asset Management’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 Q4	–	Sell	-70,989	Closed	-$1.59M	–	317
2024 Q3	$1.59M	Hold	70,989	–	–	0.03%	265
2024 Q2	$1.6M	Hold	70,989	–	–	0.03%	210
2024 Q1	$1.58M	Buy	+70,989	New	+$1.59M	0.03%	240
2015 Q2	–	Sell	-51,800	Closed	-$1.39M	–	274
2015 Q1	$1.39M	Buy	51,800 +26,800	+107%	+$705K	0.03%	200
2014 Q4	$725K	Sell	25,000 -100,000	-80%	-$2.86M	0.02%	162
2014 Q3	$3.63M	Buy	+125,000	New	+$3.79M	0.07%	157

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Scopus Asset Management's WLKP Position: Q4 2024 in Review

Scopus Asset Management sold out of Westlake Chemical Partners (WLKP) in Q4 2024, closing a stake of 70,989 shares — an estimated $1.59M sold.

Scopus Asset Management first reported a position in WLKP in Q3 2014 and held it in 6 quarters. The position peaked at $3.63M in Q3 2014. 52 funds tracked by Wall St. Rank hold WLKP as of Q4 2024.

Scopus Asset Management reported no remaining Westlake Chemical Partners position as of Q4 2024 after selling out during the quarter.
Scopus Asset Management sold 70,989 Westlake Chemical Partners shares in Q4 2024, an estimated $1.59M.
Scopus Asset Management first reported a position in Westlake Chemical Partners in Q3 2014 and held it in 6 quarters.
Scopus Asset Management's Westlake Chemical Partners position peaked at $3.63M in Q3 2014.
52 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q4 2024.

Based on Scopus Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.