Buckingham Strategic Wealth’s Western Midstream Partners WES Stock Holding History

Buckingham Strategic Wealth’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 Q2	$209K	Buy	+5,270	New	+$194K	﹤0.01%	700

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's WES Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Western Midstream Partners (WES) in Q2 2024: 5,270 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings.

254 funds tracked by Wall St. Rank hold WES as of Q2 2024.

Buckingham Strategic Wealth held 5,270 shares of Western Midstream Partners worth $209K as of Q2 2024.
Western Midstream Partners was a new Buckingham Strategic Wealth position in Q2 2024.
Western Midstream Partners made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #700 holding.
254 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.