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Atlas Private Wealth Advisors’s Western Midstream Partners WES Stock Holding History

Atlas Private Wealth 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
2021
Q1 		– Sell
-107
Closed -$1K – 916
2020
Q4 		$1K Hold
107
– – ﹤0.01% 741
2020
Q3 		$1K Buy
+107
New +$965 ﹤0.01% 651

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Atlas Private Wealth Advisors's WES Position: Q1 2021 in Review

Atlas Private Wealth Advisors sold out of Western Midstream Partners (WES) in Q1 2021, closing a stake of 107 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in WES in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 178 funds tracked by Wall St. Rank hold WES as of Q1 2021.

  • Atlas Private Wealth Advisors reported no remaining Western Midstream Partners position as of Q1 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 107 Western Midstream Partners shares in Q1 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in Western Midstream Partners in Q3 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Western Midstream Partners position peaked at $1K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.