Edge Capital Group’s Western Midstream Partners WES Stock Holding History

Edge Capital Group’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 Q2	–	Sell	-2,415	Closed	-$63.7K	–	404
2023 Q1	$63.7K	Sell	2,415 -7,000	-74%	-$188K	﹤0.01%	354
2022 Q4	$253K	Buy	9,415 +7,000	+290%	+$189K	0.02%	256
2022 Q3	$61K	Hold	2,415	–	–	0.01%	319
2022 Q2	$59K	Buy	+2,415	New	+$61.8K	0.01%	319
2022 Q1	–	Sell	-42,015	Closed	-$936K	–	316
2021 Q4	$936K	Hold	42,015	–	–	0.07%	151
2021 Q3	$881K	Hold	42,015	–	–	0.07%	146
2021 Q2	$900K	Hold	42,015	–	–	0.07%	147
2021 Q1	$781K	Sell	42,015 -7,015	-14%	-$119K	0.07%	147
2020 Q4	$678K	Hold	49,030	–	–	0.06%	151
2020 Q3	$392K	Hold	49,030	–	–	0.04%	172
2020 Q2	$492K	Hold	49,030	–	–	0.05%	152
2020 Q1	$159K	Buy	49,030 +25,390	+107%	+$349K	0.02%	202
2019 Q4	$465K	Buy	23,640 +14,000	+145%	+$290K	0.05%	173
2019 Q3	$240K	Sell	9,640 -2,275	-19%	-$60.5K	0.02%	210
2019 Q2	$367K	Buy	11,915 +1,353	+13%	+$41.7K	0.04%	201
2019 Q1	$331K	Buy	+10,562	New	+$335K	0.03%	201

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

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

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

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

Edge Capital Group's WES Position: Q2 2023 in Review

Edge Capital Group sold out of Western Midstream Partners (WES) in Q2 2023, closing a stake of 2,415 shares — an estimated $63.7K sold.

Edge Capital Group first reported a position in WES in Q1 2019 and held it in 16 quarters. The position peaked at $936K in Q4 2021. 183 funds tracked by Wall St. Rank hold WES as of Q2 2023.

Edge Capital Group reported no remaining Western Midstream Partners position as of Q2 2023 after selling out during the quarter.
Edge Capital Group sold 2,415 Western Midstream Partners shares in Q2 2023, an estimated $63.7K.
Edge Capital Group first reported a position in Western Midstream Partners in Q1 2019 and held it in 16 quarters.
Edge Capital Group's Western Midstream Partners position peaked at $936K in Q4 2021.
183 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2023.

Based on Edge Capital Group's 13F filing for Q2 2023, filed 8 Aug 2023.