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

B. Riley 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
2022 Q2	$966K	Buy	+39,749	New	+$1.02M	0.1%	184
2015 Q3	–	Sell	-501	Closed	-$30K	–	752
2015 Q2	$30K	Sell	501 -219	-30%	-$13.6K	0.02%	528
2015 Q1	$43K	Hold	720	–	–	0.03%	434
2014 Q4	$43K	Sell	720 -2,280	-76%	-$137K	0.04%	413
2014 Q3	$182K	Buy	3,000 +115	+4%	+$6.83K	0.14%	208
2014 Q2	$180K	Buy	2,885 +2,643	+1,092%	+$137K	0.12%	240
2014 Q1	$12K	Buy	+242	New	+$10.3K	0.01%	730

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

B. Riley Wealth Management's WES Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Western Midstream Partners (WES) in Q2 2022: 39,749 shares worth $966K. The stake represents 0.1% of the portfolio and ranks #184 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in WES as recently as Q2 2015.

B. Riley Wealth Management first reported a position in WES in Q1 2014 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold WES as of Q2 2022.

B. Riley Wealth Management held 39,749 shares of Western Midstream Partners worth $966K as of Q2 2022.
Western Midstream Partners was a new B. Riley Wealth Management position in Q2 2022.
Western Midstream Partners made up 0.1% of B. Riley Wealth Management's portfolio in Q2 2022, its #184 holding.
B. Riley Wealth Management first reported a position in Western Midstream Partners in Q1 2014 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.