Clearstead Advisors’s Western Midstream Partners WES Stock Holding History

Clearstead 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
2023 Q4	–	Sell	-267	Closed	-$7.27K	–	1614
2023 Q3	$7.27K	Buy	+267	New	+$7.25K	﹤0.01%	1038
2019 Q2	–	Sell	-7,751	Closed	-$243K	–	282
2019 Q1	$243K	Buy	+7,751	New	+$246K	0.03%	234

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

Neuberger Berman Group New York $150B AUM 40.08% 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

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

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

Clearstead Advisors's WES Position: Q4 2023 in Review

Clearstead Advisors sold out of Western Midstream Partners (WES) in Q4 2023, closing a stake of 267 shares — an estimated $7.27K sold.

Clearstead Advisors first reported a position in WES in Q1 2019 and held it in 2 quarters. The position peaked at $243K in Q1 2019. 196 funds tracked by Wall St. Rank hold WES as of Q4 2023.

Clearstead Advisors reported no remaining Western Midstream Partners position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 267 Western Midstream Partners shares in Q4 2023, an estimated $7.27K.
Clearstead Advisors first reported a position in Western Midstream Partners in Q1 2019 and held it in 2 quarters.
Clearstead Advisors's Western Midstream Partners position peaked at $243K in Q1 2019.
196 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.