Texas Capital Bank Wealth Management Services’s Westlake Chemical Partners WLKP Stock Holding History

Texas Capital Bank Wealth Management Services’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	-10,000	Closed	-$226K	–	236
2024 Q2	$226K	Sell	10,000 -10,000	-50%	-$223K	0.02%	180
2024 Q1	$444K	Sell	20,000 -5,000	-20%	-$112K	0.05%	120
2023 Q4	$541K	Buy	25,000 +5,000	+25%	+$109K	0.06%	111
2023 Q3	$435K	Buy	+20,000	New	+$447K	0.05%	131

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

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

Texas Capital Bank Wealth Management Services's WLKP Position: Q3 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Westlake Chemical Partners (WLKP) in Q3 2024, closing a stake of 10,000 shares — an estimated $226K sold.

Texas Capital Bank Wealth Management Services first reported a position in WLKP in Q3 2023 and held it in 4 quarters. The position peaked at $541K in Q4 2023. 56 funds tracked by Wall St. Rank hold WLKP as of Q3 2024.

Texas Capital Bank Wealth Management Services reported no remaining Westlake Chemical Partners position as of Q3 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 10,000 Westlake Chemical Partners shares in Q3 2024, an estimated $226K.
Texas Capital Bank Wealth Management Services first reported a position in Westlake Chemical Partners in Q3 2023 and held it in 4 quarters.
Texas Capital Bank Wealth Management Services's Westlake Chemical Partners position peaked at $541K in Q4 2023.
56 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2024, filed 14 Nov 2024.