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Atria Wealth Solutions’s Western Midstream Partners WES Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-8,559
Closed -$351K – 1925
2025
Q1 		$351K Buy
8,559
+411
+5% +$16.7K ﹤0.01% 1388
2024
Q4 		$313K Buy
8,148
+97
+1% +$3.74K ﹤0.01% 1522
2024
Q3 		$308K Buy
8,051
+2,351
+41% +$92.7K ﹤0.01% 1493
2024
Q2 		$226K Buy
+5,700
New +$210K ﹤0.01% 1681

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Atria Wealth Solutions's WES Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Western Midstream Partners (WES) in Q2 2025, closing a stake of 8,559 shares — an estimated $351K sold.

Atria Wealth Solutions first reported a position in WES in Q2 2024 and held it in 4 quarters. The position peaked at $351K in Q1 2025. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Western Midstream Partners position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,559 Western Midstream Partners shares in Q2 2025, an estimated $351K.
  • Atria Wealth Solutions first reported a position in Western Midstream Partners in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's Western Midstream Partners position peaked at $351K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.