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Aveo Capital Partners’s Western Midstream Partners WES Stock Holding History

Aveo Capital Partners’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
2024
Q2 		– Sell
-36,095
Closed -$1.28M – 374
2024
Q1 		$1.28M Sell
36,095
-3,450
-9% -$107K 0.14% 122
2023
Q4 		$1.16M Sell
39,545
-1,300
-3% -$36.3K 0.14% 119
2023
Q3 		$1.11M Sell
40,845
-1,150
-3% -$31.2K 0.15% 119
2023
Q2 		$1.11M Sell
41,995
-450
-1% -$11.8K 0.14% 120
2023
Q1 		$1.12M Sell
42,445
-4,300
-9% -$116K 0.15% 107
2022
Q4 		$1.26M Buy
46,745
+1,875
+4% +$50.6K 0.19% 99
2022
Q3 		$1.13M Buy
44,870
+450
+1% +$12K 0.19% 94
2022
Q2 		$1.08M Buy
44,420
+100
+0.2% +$2.56K 0.18% 110
2022
Q1 		$1.12M Buy
44,320
+750
+2% +$18.5K 0.2% 100
2021
Q4 		$970K Hold
43,570
– – 0.17% 115
2021
Q3 		$913K Buy
43,570
+1,100
+3% +$21.9K 0.19% 106
2021
Q2 		$910K Sell
42,470
-11,400
-21% -$236K 0.2% 109
2021
Q1 		$1M Buy
+53,870
New +$916K 0.25% 86
2020
Q4 		– Sell
-75,120
Closed -$601K – 188
2020
Q3 		$601K Buy
+75,120
New +$678K 0.22% 93
2020
Q2 		– Sell
-33,995
Closed -$110K – 161
2020
Q1 		$110K Buy
33,995
+8,950
+36% +$123K 0.05% 149
2019
Q4 		$493K Buy
25,045
+2,950
+13% +$61.1K 0.2% 110
2019
Q3 		$494K Buy
22,095
+6,350
+40% +$169K 0.2% 101
2019
Q2 		$479K Hold
15,745
– – 0.21% 102
2019
Q1 		$494K Buy
15,745
+1,800
+13% +$57.1K 0.23% 91
2018
Q4 		$387K Hold
13,945
– – 0.19% 79
2018
Q3 		$437K Buy
13,945
+1,200
+9% +$42.1K 0.2% 82
2018
Q2 		$456K Buy
12,745
+1,200
+10% +$42.1K 0.2% 77
2018
Q1 		$382K Buy
11,545
+850
+8% +$32.4K 0.16% 90
2017
Q4 		$397K Hold
10,695
– – 0.13% 84
2017
Q3 		$440K Buy
10,695
+800
+8% +$32.8K 0.15% 71
2017
Q2 		$426K Buy
9,895
+1,250
+14% +$55K 0.15% 71
2017
Q1 		$399K Sell
8,645
-1,250
-13% -$56.6K 0.15% 72
2016
Q4 		$419K Buy
+9,895
New +$425K 0.12% 111

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aveo Capital Partners's WES Position: Q2 2024 in Review

Aveo Capital Partners sold out of Western Midstream Partners (WES) in Q2 2024, closing a stake of 36,095 shares — an estimated $1.28M sold.

Aveo Capital Partners first reported a position in WES in Q4 2016 and held it in 28 quarters. The position peaked at $1.28M in Q1 2024. 254 funds tracked by Wall St. Rank hold WES as of Q2 2024.

  • Aveo Capital Partners reported no remaining Western Midstream Partners position as of Q2 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 36,095 Western Midstream Partners shares in Q2 2024, an estimated $1.28M.
  • Aveo Capital Partners first reported a position in Western Midstream Partners in Q4 2016 and held it in 28 quarters.
  • Aveo Capital Partners's Western Midstream Partners position peaked at $1.28M in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.