BRWA
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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

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Invesco
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Blackstone Inc
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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