Simplicity Solutions’s Westlake Chemical Partners WLKP Stock Holding History

Simplicity Solutions’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	-11,331	Closed	-$249K	–	1236
2023 Q1	$249K	Buy	+11,331	New	+$266K	0.01%	923
2021 Q2	–	Sell	-11,736	Closed	-$282K	–	575
2021 Q1	$282K	Sell	11,736 -105	-0.9%	-$2.47K	0.06%	364
2020 Q4	$282K	Buy	11,841 +1,348	+13%	+$27.3K	﹤0.01%	794
2020 Q3	$197K	Buy	10,493 +277	+3%	+$5.49K	﹤0.01%	830
2020 Q2	$193K	Buy	+10,216	New	+$186K	﹤0.01%	846

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

Simplicity Solutions's WLKP Position: Q2 2023 in Review

Simplicity Solutions sold out of Westlake Chemical Partners (WLKP) in Q2 2023, closing a stake of 11,331 shares — an estimated $249K sold.

Simplicity Solutions first reported a position in WLKP in Q2 2020 and held it in 5 quarters. The position peaked at $282K in Q1 2021. 54 funds tracked by Wall St. Rank hold WLKP as of Q2 2023.

Simplicity Solutions reported no remaining Westlake Chemical Partners position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 11,331 Westlake Chemical Partners shares in Q2 2023, an estimated $249K.
Simplicity Solutions first reported a position in Westlake Chemical Partners in Q2 2020 and held it in 5 quarters.
Simplicity Solutions's Westlake Chemical Partners position peaked at $282K in Q1 2021.
54 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.