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Concourse Financial Group Securities’s Western Midstream Partners WES Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,637
Closed -$111K – 2076
2024
Q4 		$111K Hold
2,637
– – 0.01% 914
2024
Q3 		$101K Hold
2,637
– – 0.01% 935
2024
Q2 		$105K Hold
2,637
– – 0.01% 923
2024
Q1 		$93.7K Hold
2,637
– – 0.01% 941
2023
Q4 		$77.2K Hold
2,637
– – 0.01% 984
2023
Q3 		$71.8K Hold
2,637
– – 0.01% 953
2023
Q2 		$69.9K Hold
2,637
– – 0.01% 969
2023
Q1 		$69.5K Hold
2,637
– – 0.01% 976
2022
Q4 		$70.8K Hold
2,637
– – 0.01% 943
2022
Q3 		$66K Hold
2,637
– – 0.01% 857
2022
Q2 		$64K Hold
2,637
– – 0.01% 987
2022
Q1 		$67K Hold
2,637
– – ﹤0.01% 1028
2021
Q4 		$59K Hold
2,637
– – ﹤0.01% 1219
2021
Q3 		$55K Hold
2,637
– – ﹤0.01% 1274
2021
Q2 		$56K Buy
+2,637
New +$54.7K ﹤0.01% 1264
2021
Q1 		– Sell
-1,116
Closed -$19K – 2430
2020
Q4 		$15K Hold
1,116
– – ﹤0.01% 1566
2020
Q3 		$9K Hold
1,116
– – ﹤0.01% 1624
2020
Q2 		$11K Buy
+1,116
New +$9.25K ﹤0.01% 1477

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concourse Financial Group Securities's WES Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Western Midstream Partners (WES) in Q1 2025, closing a stake of 2,637 shares — an estimated $111K sold.

Concourse Financial Group Securities first reported a position in WES in Q2 2020 and held it in 18 quarters. The position peaked at $111K in Q4 2024. 280 funds tracked by Wall St. Rank hold WES as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Western Midstream Partners position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,637 Western Midstream Partners shares in Q1 2025, an estimated $111K.
  • Concourse Financial Group Securities first reported a position in Western Midstream Partners in Q2 2020 and held it in 18 quarters.
  • Concourse Financial Group Securities's Western Midstream Partners position peaked at $111K in Q4 2024.
  • 280 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.