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Counterpoint Mutual Funds’s Western Midstream Partners WES Stock Holding History

Counterpoint Mutual Funds’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
Q4 		– Sell
-20,093
Closed -$769K – 425
2024
Q3 		$769K Buy
+20,093
New +$792K 0.15% 57

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Neuberger Berman Group
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Counterpoint Mutual Funds's WES Position: Q4 2024 in Review

Counterpoint Mutual Funds sold out of Western Midstream Partners (WES) in Q4 2024, closing a stake of 20,093 shares — an estimated $769K sold.

Counterpoint Mutual Funds first reported a position in WES in Q3 2024 and held it in 1 quarter. The position peaked at $769K in Q3 2024. 274 funds tracked by Wall St. Rank hold WES as of Q4 2024.

  • Counterpoint Mutual Funds reported no remaining Western Midstream Partners position as of Q4 2024 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 20,093 Western Midstream Partners shares in Q4 2024, an estimated $769K.
  • Counterpoint Mutual Funds first reported a position in Western Midstream Partners in Q3 2024 and held it in 1 quarter.
  • Counterpoint Mutual Funds's Western Midstream Partners position peaked at $769K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2024, filed 10 Feb 2025.