AWE
WES icon

Avidian Wealth Enterprises’s Western Midstream Partners WES Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-5,384
Closed -$214K – 538
2024
Q2 		$214K Buy
+5,384
New +$198K 0.01% 469
2023
Q2 		– Sell
-14,602
Closed -$385K – 496
2023
Q1 		$385K Buy
14,602
+235
+2% +$6.31K 0.02% 340
2022
Q4 		$386K Buy
14,367
+1,233
+9% +$33.3K 0.03% 315
2022
Q3 		$330K Buy
13,134
+1,232
+10% +$32.9K 0.02% 307
2022
Q2 		$289K Buy
11,902
+223
+2% +$5.71K 0.02% 359
2022
Q1 		$295K Buy
11,679
+139
+1% +$3.43K 0.02% 391
2021
Q4 		$257K Buy
11,540
+658
+6% +$14.1K 0.02% 442
2021
Q3 		$228K Buy
10,882
+673
+7% +$13.4K 0.02% 342
2021
Q2 		$219K Buy
+10,209
New +$212K 0.02% 357

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return