BTI
WES icon

Blue Trust Inc’s Western Midstream Partners WES Stock Holding History

Blue Trust Inc’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
-1,820
Closed -$64.7K – 3000
2024
Q2 		$64.7K Hold
1,820
– – ﹤0.01% 1149
2024
Q1 		$64.7K Buy
1,820
+468
+35% +$14.5K ﹤0.01% 836
2023
Q4 		$37K Buy
1,352
+144
+12% +$4.02K ﹤0.01% 1045
2023
Q3 		$32K Buy
+1,208
New +$32.8K ﹤0.01% 1017
2023
Q2 		– Sell
-4,698
Closed -$126K – 2566
2023
Q1 		$126K Buy
4,698
+1,116
+31% +$30K ﹤0.01% 697
2022
Q4 		$90K Buy
3,582
+2,970
+485% +$80.1K ﹤0.01% 705
2022
Q3 		$15K Hold
612
– – ﹤0.01% 1214
2022
Q2 		$15K Buy
+612
New +$15.7K ﹤0.01% 1077

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
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