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Diversify Wealth Management’s Western Midstream Partners WES Stock Holding History

Diversify Wealth Management’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
-9,976
Closed -$376K – 500
2024
Q2 		$376K Buy
+9,976
New +$367K 0.05% 322

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
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
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
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

Diversify Wealth Management's WES Position: Q3 2024 in Review

Diversify Wealth Management sold out of Western Midstream Partners (WES) in Q3 2024, closing a stake of 9,976 shares — an estimated $376K sold.

Diversify Wealth Management first reported a position in WES in Q2 2024 and held it in 1 quarter. The position peaked at $376K in Q2 2024. 272 funds tracked by Wall St. Rank hold WES as of Q3 2024.

  • Diversify Wealth Management reported no remaining Western Midstream Partners position as of Q3 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 9,976 Western Midstream Partners shares in Q3 2024, an estimated $376K.
  • Diversify Wealth Management first reported a position in Western Midstream Partners in Q2 2024 and held it in 1 quarter.
  • Diversify Wealth Management's Western Midstream Partners position peaked at $376K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2024.

Based on Diversify Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.