Avestar Capital’s Western Midstream Partners WES Stock Holding History

Avestar Capital’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 Q2	–	Sell	-29,124	Closed	-$735K	–	404
2022 Q1	$735K	Buy	29,124 +16,024	+122%	+$395K	0.12%	164
2021 Q4	$292K	Hold	13,100	–	–	0.04%	344
2021 Q3	$275K	Buy	+13,100	New	+$261K	0.04%	368
2019 Q3	–	Sell	-2,654	Closed	-$80K	–	839
2019 Q2	$80K	Sell	2,654 -737	-22%	-$22.7K	0.05%	236
2019 Q1	$104K	Buy	3,391 +2,941	+654%	+$93.4K	0.07%	192
2018 Q4	$10K	Buy	450 +252	+127%	+$7.56K	0.01%	442
2018 Q3	$3K	Buy	198 +17	+9%	+$596	﹤0.01%	613
2018 Q2	$5K	Buy	181 +58	+47%	+$2.03K	﹤0.01%	581
2018 Q1	$3K	Buy	123 +37	+43%	+$1.41K	﹤0.01%	614
2017 Q4	$2K	Buy	+86	New	+$3.25K	﹤0.01%	654

Other funds holding WES

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Avestar Capital's WES Position: Q2 2022 in Review

Avestar Capital sold out of Western Midstream Partners (WES) in Q2 2022, closing a stake of 29,124 shares — an estimated $735K sold.

Avestar Capital first reported a position in WES in Q4 2017 and held it in 10 quarters. The position peaked at $735K in Q1 2022. 195 funds tracked by Wall St. Rank hold WES as of Q2 2022.

Avestar Capital reported no remaining Western Midstream Partners position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 29,124 Western Midstream Partners shares in Q2 2022, an estimated $735K.
Avestar Capital first reported a position in Western Midstream Partners in Q4 2017 and held it in 10 quarters.
Avestar Capital's Western Midstream Partners position peaked at $735K in Q1 2022.
195 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.