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	–	2999
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

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

Blue Trust Inc's WES Position: Q3 2024 in Review

Blue Trust Inc sold out of Western Midstream Partners (WES) in Q3 2024, closing a stake of 1,820 shares — an estimated $64.7K sold.

Blue Trust Inc first reported a position in WES in Q2 2022 and held it in 8 quarters. The position peaked at $126K in Q1 2023. 272 funds tracked by Wall St. Rank hold WES as of Q3 2024.

Blue Trust Inc reported no remaining Western Midstream Partners position as of Q3 2024 after selling out during the quarter.
Blue Trust Inc sold 1,820 Western Midstream Partners shares in Q3 2024, an estimated $64.7K.
Blue Trust Inc first reported a position in Western Midstream Partners in Q2 2022 and held it in 8 quarters.
Blue Trust Inc's Western Midstream Partners position peaked at $126K in Q1 2023.
272 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.