Whittier Trust’s Westlake Chemical Partners WLKP Stock Holding History

Whittier Trust’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 Q1	–	Sell	-310	Closed	-$6.71K	–	1566
2023 Q4	$6.71K	Hold	310	–	–	﹤0.01%	1282
2023 Q3	$6.74K	Hold	310	–	–	﹤0.01%	1324
2023 Q2	$6.72K	Hold	310	–	–	﹤0.01%	1323
2023 Q1	$6.82K	Hold	310	–	–	﹤0.01%	1359
2022 Q4	$7.29K	Hold	310	–	–	﹤0.01%	1339
2022 Q3	$7K	Hold	310	–	–	﹤0.01%	1405
2022 Q2	$8K	Hold	310	–	–	﹤0.01%	1365
2022 Q1	$8K	Buy	+310	New	+$8.24K	﹤0.01%	1388

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

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

PFA

Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return

Whittier Trust's WLKP Position: Q1 2024 in Review

Whittier Trust sold out of Westlake Chemical Partners (WLKP) in Q1 2024, closing a stake of 310 shares — an estimated $6.71K sold.

Whittier Trust first reported a position in WLKP in Q1 2022 and held it in 8 quarters. The position peaked at $8K in Q2 2022. 61 funds tracked by Wall St. Rank hold WLKP as of Q1 2024.

Whittier Trust reported no remaining Westlake Chemical Partners position as of Q1 2024 after selling out during the quarter.
Whittier Trust sold 310 Westlake Chemical Partners shares in Q1 2024, an estimated $6.71K.
Whittier Trust first reported a position in Westlake Chemical Partners in Q1 2022 and held it in 8 quarters.
Whittier Trust's Westlake Chemical Partners position peaked at $8K in Q2 2022.
61 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2024.

Based on Whittier Trust's 13F filing for Q1 2024, filed 2 May 2024.