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

Axxcess 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
2024
Q2 		– Sell
-6,300
Closed -$224K – 956
2024
Q1 		$224K Sell
6,300
-9,000
-59% -$279K 0.01% 774
2023
Q4 		$448K Buy
15,300
+3,174
+26% +$88.7K 0.01% 546
2023
Q3 		$330K Buy
+12,126
New +$329K 0.01% 575

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 $39B AUM 18.55% 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 $2.79B AUM 24.88% 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

Axxcess Wealth Management's WES Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Western Midstream Partners (WES) in Q2 2024, closing a stake of 6,300 shares — an estimated $224K sold.

Axxcess Wealth Management first reported a position in WES in Q3 2023 and held it in 3 quarters. The position peaked at $448K in Q4 2023. 254 funds tracked by Wall St. Rank hold WES as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Western Midstream Partners position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,300 Western Midstream Partners shares in Q2 2024, an estimated $224K.
  • Axxcess Wealth Management first reported a position in Western Midstream Partners in Q3 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's Western Midstream Partners position peaked at $448K in Q4 2023.
  • 254 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.