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Triad Wealth Partners’s Westlake Chemical Partners WLKP Stock Holding History

Triad Wealth Partners’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
-215
Closed -$4.86K – 944
2024
Q2 		$4.86K Buy
+215
New +$4.79K ﹤0.01% 576

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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
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Triad Wealth Partners's WLKP Position: Q3 2024 in Review

Triad Wealth Partners sold out of Westlake Chemical Partners (WLKP) in Q3 2024, closing a stake of 215 shares — an estimated $4.86K sold.

Triad Wealth Partners first reported a position in WLKP in Q2 2024 and held it in 1 quarter. The position peaked at $4.86K in Q2 2024. 56 funds tracked by Wall St. Rank hold WLKP as of Q3 2024.

  • Triad Wealth Partners reported no remaining Westlake Chemical Partners position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 215 Westlake Chemical Partners shares in Q3 2024, an estimated $4.86K.
  • Triad Wealth Partners first reported a position in Westlake Chemical Partners in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Westlake Chemical Partners position peaked at $4.86K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.