American Portfolios Advisors’s Western Midstream Partners WES Stock Holding History

American Portfolios Advisors’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
2022 Q3	$64.7K	Sell	2,573 -1,700	-40%	-$45.4K	﹤0.01%	1565
2022 Q2	$104K	Sell	4,273 -1,650	-28%	-$42.2K	﹤0.01%	1377
2022 Q1	$149K	Hold	5,923	–	–	0.01%	1313
2021 Q4	$132K	Hold	5,923	–	–	﹤0.01%	1376
2021 Q3	$124K	Hold	5,923	–	–	﹤0.01%	1359
2021 Q2	$127K	Sell	5,923 -200	-3%	-$4.15K	﹤0.01%	1316
2021 Q1	$114K	Buy	6,123 +2,294	+60%	+$39K	0.01%	1265
2020 Q4	$52.9K	Buy	3,829 +60	+2%	+$689	﹤0.01%	1394
2020 Q3	$30.2K	Sell	3,769 -375	-9%	-$3.38K	﹤0.01%	1510
2020 Q2	$41.6K	Buy	4,144 +1,090	+36%	+$9.03K	﹤0.01%	1351
2020 Q1	$9.89K	Buy	3,054 +2,000	+190%	+$27.5K	﹤0.01%	1817
2019 Q4	$20.8K	Hold	1,054	–	–	﹤0.01%	1703
2019 Q3	$26.2K	Hold	1,054	–	–	﹤0.01%	1555
2019 Q2	$32.4K	Hold	1,054	–	–	﹤0.01%	1465
2019 Q1	$33.1K	Buy	+1,054	New	+$33.5K	﹤0.01%	1369

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

American Portfolios Advisors's WES Position: Q3 2022 in Review

American Portfolios Advisors reduced its Western Midstream Partners (WES) stake by 40% in Q3 2022, selling an estimated $45.4K and leaving 2,573 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

American Portfolios Advisors first reported a position in WES in Q1 2019 and has held it in 15 quarters since. The position peaked at $149K in Q1 2022. 193 funds tracked by Wall St. Rank hold WES as of Q3 2022.

American Portfolios Advisors held 2,573 shares of Western Midstream Partners worth $64.7K as of Q3 2022.
American Portfolios Advisors sold 1,700 Western Midstream Partners shares in Q3 2022, an estimated $45.4K.
Western Midstream Partners made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1565 holding.
American Portfolios Advisors first reported a position in Western Midstream Partners in Q1 2019 and has held it in 15 quarters since.
American Portfolios Advisors's Western Midstream Partners position peaked at $149K in Q1 2022.
193 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.