Avior Wealth Management’s Western Midstream Partners WES Stock Holding History

Avior Wealth Management’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
2020 Q4	–	Sell	-18,004	Closed	-$144K	–	1091
2020 Q3	$144K	Sell	18,004 -1,141	-6%	-$10.3K	0.02%	406
2020 Q2	$192K	Buy	19,145 +10,576	+123%	+$87.6K	0.03%	385
2020 Q1	$27K	Sell	8,569 -3,681	-30%	-$50.7K	0.01%	493
2019 Q4	$241K	Sell	12,250 -1,776	-13%	-$36.8K	0.04%	350
2019 Q3	$349K	Sell	14,026 -813	-5%	-$21.6K	0.06%	264
2019 Q2	$457K	Buy	+14,839	New	+$457K	0.08%	224
2019 Q1	–	Sell	-2,176	Closed	-$60K	–	725
2018 Q4	$60K	Buy	2,176 +1,270	+140%	+$38.1K	0.01%	460
2018 Q3	$27K	Hold	906	–	–	0.01%	526
2018 Q2	$32K	Hold	906	–	–	0.01%	511
2018 Q1	$30K	Hold	906	–	–	0.01%	519
2017 Q4	$34K	Buy	906 +852	+1,578%	+$32.2K	0.01%	508
2017 Q3	$2K	Hold	54	–	–	﹤0.01%	469
2017 Q2	$2K	Hold	54	–	–	﹤0.01%	419
2017 Q1	$2K	Hold	54	–	–	﹤0.01%	461
2016 Q4	$2K	Hold	54	–	–	﹤0.01%	462
2016 Q3	$2K	Sell	54 -61	-53%	-$2.3K	﹤0.01%	430
2016 Q2	$4K	Hold	115	–	–	﹤0.01%	394
2016 Q1	$4K	Hold	115	–	–	﹤0.01%	409
2015 Q4	$4K	Hold	115	–	–	﹤0.01%	381
2015 Q3	$5K	Hold	115	–	–	﹤0.01%	327
2015 Q2	$7K	Buy	+115	New	+$7.15K	0.01%	295

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Avior Wealth Management's WES Position: Q4 2020 in Review

Avior Wealth Management sold out of Western Midstream Partners (WES) in Q4 2020, closing a stake of 18,004 shares — an estimated $144K sold.

Avior Wealth Management first reported a position in WES in Q2 2015 and held it in 21 quarters. The position peaked at $457K in Q2 2019. 181 funds tracked by Wall St. Rank hold WES as of Q4 2020.

Avior Wealth Management reported no remaining Western Midstream Partners position as of Q4 2020 after selling out during the quarter.
Avior Wealth Management sold 18,004 Western Midstream Partners shares in Q4 2020, an estimated $144K.
Avior Wealth Management first reported a position in Western Midstream Partners in Q2 2015 and held it in 21 quarters.
Avior Wealth Management's Western Midstream Partners position peaked at $457K in Q2 2019.
181 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.