B&D White Capital Company’s Western Midstream Partners WES Stock Holding History

B&D White Capital Company’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	-8,829	Closed	-$351K	–	82
2024 Q2	$351K	Hold	8,829	–	–	0.07%	33
2024 Q1	$314K	Hold	8,829	–	–	0.07%	44
2023 Q4	$258K	Hold	8,829	–	–	0.08%	49
2023 Q3	$240K	Hold	8,829	–	–	0.09%	56
2023 Q2	$234K	Hold	8,829	–	–	0.08%	54
2023 Q1	$233K	Hold	8,829	–	–	0.08%	45
2022 Q4	$237K	Hold	8,829	–	–	0.06%	71
2022 Q3	$222K	Hold	8,829	–	–	0.08%	56
2022 Q2	$214K	Hold	8,829	–	–	0.09%	47
2022 Q1	$222K	Buy	+8,829	New	+$218K	0.07%	58

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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 $2.79B AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

B&D White Capital Company's WES Position: Q3 2024 in Review

B&D White Capital Company sold out of Western Midstream Partners (WES) in Q3 2024, closing a stake of 8,829 shares — an estimated $351K sold.

B&D White Capital Company first reported a position in WES in Q1 2022 and held it in 10 quarters. The position peaked at $351K in Q2 2024. 272 funds tracked by Wall St. Rank hold WES as of Q3 2024.

B&D White Capital Company reported no remaining Western Midstream Partners position as of Q3 2024 after selling out during the quarter.
B&D White Capital Company sold 8,829 Western Midstream Partners shares in Q3 2024, an estimated $351K.
B&D White Capital Company first reported a position in Western Midstream Partners in Q1 2022 and held it in 10 quarters.
B&D White Capital Company's Western Midstream Partners position peaked at $351K in Q2 2024.
272 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2024.

Based on B&D White Capital Company's 13F filing for Q3 2024, filed 8 Nov 2024.