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Activest Wealth Management’s Western Midstream Partners WES Stock Holding History

Activest Wealth Management’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,000
Closed -$210K – 419
2021
Q3 		$210K Buy
+10,000
New +$199K 0.14% 54

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Invesco
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Activest Wealth Management's WES Position: Q4 2021 in Review

Activest Wealth Management sold out of Western Midstream Partners (WES) in Q4 2021, closing a stake of 10,000 shares — an estimated $210K sold.

Activest Wealth Management first reported a position in WES in Q3 2021 and held it in 1 quarter. The position peaked at $210K in Q3 2021. 195 funds tracked by Wall St. Rank hold WES as of Q4 2021.

  • Activest Wealth Management reported no remaining Western Midstream Partners position as of Q4 2021 after selling out during the quarter.
  • Activest Wealth Management sold 10,000 Western Midstream Partners shares in Q4 2021, an estimated $210K.
  • Activest Wealth Management first reported a position in Western Midstream Partners in Q3 2021 and held it in 1 quarter.
  • Activest Wealth Management's Western Midstream Partners position peaked at $210K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2021.

Based on Activest Wealth Management's 13F filing for Q4 2021, filed 13 Jan 2022.