EdgeRock Capital’s Western Midstream Partners WES Stock Holding History

EdgeRock Capital’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
2022 Q4	–	Sell	-132	Closed	-$3K	–	393
2022 Q3	$3K	Buy	+132	New	+$3.52K	﹤0.01%	293

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $2.79B AUM 24.88% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

EdgeRock Capital's WES Position: Q4 2022 in Review

EdgeRock Capital sold out of Western Midstream Partners (WES) in Q4 2022, closing a stake of 132 shares — an estimated $3K sold.

EdgeRock Capital first reported a position in WES in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 201 funds tracked by Wall St. Rank hold WES as of Q4 2022.

EdgeRock Capital reported no remaining Western Midstream Partners position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 132 Western Midstream Partners shares in Q4 2022, an estimated $3K.
EdgeRock Capital first reported a position in Western Midstream Partners in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Western Midstream Partners position peaked at $3K in Q3 2022.
201 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.