Fieldpoint Private Securities’s Western Midstream Partners WES Stock Holding History

Fieldpoint Private 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
2022 Q2	$33K	Buy	1,337 +35	+3%	+$896	0.01%	553
2022 Q1	$33K	Hold	1,302	–	–	0.01%	697
2021 Q4	$29K	Buy	1,302 +93	+8%	+$1.99K	0.01%	767
2021 Q3	$25K	Hold	1,209	–	–	0.01%	763
2021 Q2	$23K	Sell	1,209 -797	-40%	-$16.5K	0.01%	774
2021 Q1	$37K	Sell	2,006 -10	-0.5%	-$170	0.01%	638
2020 Q4	$28K	Buy	+2,016	New	+$23.2K	0.01%	604
2020 Q1	–	Sell	-2,817	Closed	-$55K	–	569
2019 Q4	$55K	Buy	2,817 +243	+9%	+$5.04K	0.02%	416
2019 Q3	$64K	Sell	2,574 -461	-15%	-$12.3K	0.02%	358
2019 Q2	$93K	Buy	3,035 +2,018	+198%	+$62.2K	0.03%	342
2019 Q1	$32K	Buy	+1,017	New	+$32.3K	0.01%	313
2017 Q4	–	Sell	-870	Closed	-$36K	–	569
2017 Q3	$36K	Buy	+870	New	+$35.6K	0.02%	429

Other funds holding WES

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

Blackstone Inc New York $32.9B AUM 23.66% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Fieldpoint Private Securities's WES Position: Q2 2022 in Review

Fieldpoint Private Securities increased its Western Midstream Partners (WES) stake by 2.7% in Q2 2022, buying an estimated $896 and bringing the position to 1,337 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #553.

Fieldpoint Private Securities first reported a position in WES in Q3 2017 and has held it in 12 quarters since. The position peaked at $93K in Q2 2019. 195 funds tracked by Wall St. Rank hold WES as of Q2 2022.

Fieldpoint Private Securities held 1,337 shares of Western Midstream Partners worth $33K as of Q2 2022.
Fieldpoint Private Securities bought 35 Western Midstream Partners shares in Q2 2022, an estimated $896.
Western Midstream Partners made up 0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #553 holding.
Fieldpoint Private Securities first reported a position in Western Midstream Partners in Q3 2017 and has held it in 12 quarters since.
Fieldpoint Private Securities's Western Midstream Partners position peaked at $93K in Q2 2019.
195 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.