B. Riley Wealth Advisors’s Western Midstream Partners WES Stock Holding History

B. Riley Wealth Advisors’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	-28,875	Closed	-$1.15M	–	1440
2024 Q2	$1.15M	Sell	28,875 -5,234	-15%	-$193K	0.03%	491
2024 Q1	$929K	Buy	34,109 +554	+2%	+$17.2K	0.03%	546
2023 Q4	$982K	Sell	33,555 -554	-2%	-$15.5K	0.03%	534
2023 Q3	$929K	Sell	34,109 -1,745	-5%	-$47.4K	0.03%	546
2023 Q2	$951K	Hold	35,854	–	–	0.02%	591
2023 Q1	$945K	Sell	35,854 -192	-0.5%	-$5.16K	0.03%	553
2022 Q4	$968K	Hold	36,046	–	–	0.03%	549
2022 Q3	$907K	Buy	+36,046	New	+$963K	0.03%	532

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 $32.9B AUM 23.66% 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 $2.78B AUM 20.87% 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. Riley Wealth Advisors's WES Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Western Midstream Partners (WES) in Q3 2024, closing a stake of 28,875 shares — an estimated $1.15M sold.

B. Riley Wealth Advisors first reported a position in WES in Q3 2022 and held it in 8 quarters. The position peaked at $1.15M in Q2 2024. 273 funds tracked by Wall St. Rank hold WES as of Q3 2024.

B. Riley Wealth Advisors reported no remaining Western Midstream Partners position as of Q3 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 28,875 Western Midstream Partners shares in Q3 2024, an estimated $1.15M.
B. Riley Wealth Advisors first reported a position in Western Midstream Partners in Q3 2022 and held it in 8 quarters.
B. Riley Wealth Advisors's Western Midstream Partners position peaked at $1.15M in Q2 2024.
273 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.