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Tiedemann Advisors’s Westlake Chemical Partners WLKP Stock Holding History

Tiedemann Advisors’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
Q1 		– Sell
-50,969
Closed -$1.2M – 270
2022
Q4 		$1.2M Hold
50,969
– – 0.06% 107
2022
Q3 		$1.1M Buy
50,969
+11,074
+28% +$267K 0.07% 106
2022
Q2 		$994K Hold
39,895
– – 0.07% 115
2022
Q1 		$1.08M Hold
39,895
– – 0.05% 140
2021
Q4 		$1.07M Hold
39,895
– – 0.05% 136
2021
Q3 		$971K Hold
39,895
– – 0.05% 142
2021
Q2 		$1.07M Hold
39,895
– – 0.04% 168
2021
Q1 		$958K Buy
39,895
+5,385
+16% +$127K 0.04% 168
2020
Q4 		$823K Sell
34,510
-257,294
-88% -$5.22M 0.04% 164
2020
Q3 		$5.47M Sell
291,804
-8,414
-3% -$167K 0.26% 57
2020
Q2 		$5.69M Sell
300,218
-138,180
-32% -$2.51M 0.3% 51
2020
Q1 		$6.48M Buy
438,398
+3,390
+0.8% +$70.9K 0.42% 43
2019
Q4 		$11.5M Buy
435,008
+13,362
+3% +$307K 0.55% 40
2019
Q3 		$9.8M Buy
421,646
+22,068
+6% +$500K 0.47% 43
2019
Q2 		$9.83M Buy
399,578
+5,110
+1% +$118K 0.49% 41
2019
Q1 		$8.96M Buy
394,468
+30,403
+8% +$693K 0.42% 47
2018
Q4 		$8.79M Buy
364,065
+15,600
+4% +$360K 0.45% 45
2018
Q3 		$8.68M Buy
348,465
+3,000
+0.9% +$76.1K 0.51% 42
2018
Q2 		$8.46M Buy
345,465
+21,900
+7% +$509K 0.54% 42
2018
Q1 		$7.23M Buy
323,565
+33,625
+12% +$792K 0.49% 41
2017
Q4 		$7.23M Buy
289,940
+114,210
+65% +$2.58M 0.55% 39
2017
Q3 		$3.99M Buy
175,730
+29,810
+20% +$718K 0.36% 57
2017
Q2 		$3.61M Sell
145,920
-7,700
-5% -$190K 0.26% 72
2017
Q1 		$3.86M Buy
+153,620
New +$3.72M 0.32% 63

Other funds holding WLKP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Tiedemann Advisors's WLKP Position: Q1 2023 in Review

Tiedemann Advisors sold out of Westlake Chemical Partners (WLKP) in Q1 2023, closing a stake of 50,969 shares — an estimated $1.2M sold.

Tiedemann Advisors first reported a position in WLKP in Q1 2017 and held it in 24 quarters. The position peaked at $11.5M in Q4 2019. 55 funds tracked by Wall St. Rank hold WLKP as of Q1 2023.

  • Tiedemann Advisors reported no remaining Westlake Chemical Partners position as of Q1 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 50,969 Westlake Chemical Partners shares in Q1 2023, an estimated $1.2M.
  • Tiedemann Advisors first reported a position in Westlake Chemical Partners in Q1 2017 and held it in 24 quarters.
  • Tiedemann Advisors's Westlake Chemical Partners position peaked at $11.5M in Q4 2019.
  • 55 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.