Values First Advisors’s Westlake Chemical Partners WLKP Stock Holding History

Values First 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 Q2	–	Sell	-8,096	Closed	-$178K	–	343
2023 Q1	$178K	Buy	+8,096	New	+$190K	0.11%	145

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

Values First Advisors's WLKP Position: Q2 2023 in Review

Values First Advisors sold out of Westlake Chemical Partners (WLKP) in Q2 2023, closing a stake of 8,096 shares — an estimated $178K sold.

Values First Advisors first reported a position in WLKP in Q1 2023 and held it in 1 quarter. The position peaked at $178K in Q1 2023. 54 funds tracked by Wall St. Rank hold WLKP as of Q2 2023.

Values First Advisors reported no remaining Westlake Chemical Partners position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 8,096 Westlake Chemical Partners shares in Q2 2023, an estimated $178K.
Values First Advisors first reported a position in Westlake Chemical Partners in Q1 2023 and held it in 1 quarter.
Values First Advisors's Westlake Chemical Partners position peaked at $178K in Q1 2023.
54 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.