Williams Jones Wealth Management’s Westlake Chemical Partners WLKP Stock Holding History

Williams Jones Wealth Management’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 Q3	–	Sell	-10,000	Closed	-$217K	–	570
2023 Q2	$217K	Sell	10,000 -4,000	-29%	-$87.5K	﹤0.01%	473
2023 Q1	$308K	Hold	14,000	–	–	﹤0.01%	440
2022 Q4	$329K	Hold	14,000	–	–	0.01%	426
2022 Q3	$301K	Hold	14,000	–	–	0.01%	442
2022 Q2	$349K	Buy	14,000 +2,000	+17%	+$53.5K	0.01%	425
2022 Q1	$325K	Sell	12,000 -6,000	-33%	-$159K	﹤0.01%	409
2021 Q4	$483K	Hold	18,000	–	–	0.01%	338
2021 Q3	$438K	Hold	18,000	–	–	0.01%	339
2021 Q2	$485K	Hold	18,000	–	–	0.01%	326
2021 Q1	$432K	Buy	18,000 +3,000	+20%	+$70.6K	0.01%	329
2020 Q4	$358K	Buy	15,000 +1,000	+7%	+$20.3K	0.01%	338
2020 Q3	$263K	Buy	+14,000	New	+$278K	﹤0.01%	353

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Williams Jones Wealth Management's WLKP Position: Q3 2023 in Review

Williams Jones Wealth Management sold out of Westlake Chemical Partners (WLKP) in Q3 2023, closing a stake of 10,000 shares — an estimated $217K sold.

Williams Jones Wealth Management first reported a position in WLKP in Q3 2020 and held it in 12 quarters. The position peaked at $485K in Q2 2021. 56 funds tracked by Wall St. Rank hold WLKP as of Q3 2023.

Williams Jones Wealth Management reported no remaining Westlake Chemical Partners position as of Q3 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 10,000 Westlake Chemical Partners shares in Q3 2023, an estimated $217K.
Williams Jones Wealth Management first reported a position in Westlake Chemical Partners in Q3 2020 and held it in 12 quarters.
Williams Jones Wealth Management's Westlake Chemical Partners position peaked at $485K in Q2 2021.
56 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2023.

Based on Williams Jones Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.