FirstPurpose Wealth’s Western Midstream Partners WES Stock Holding History

FirstPurpose Wealth’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 Q1	$354K	Hold	9,976	–	–	0.13%	145
2023 Q4	$292K	Buy	9,976 +38	+0.4%	+$1.06K	0.11%	157
2023 Q3	$271K	Hold	9,938	–	–	0.12%	152
2023 Q2	$264K	Hold	9,938	–	–	0.11%	158
2023 Q1	$262K	Sell	9,938 -25	-0.3%	-$672	0.13%	143
2022 Q4	$268K	Hold	9,963	–	–	0.15%	134
2022 Q3	$251K	Hold	9,963	–	–	0.17%	117
2022 Q2	$242K	Buy	9,963 +38	+0.4%	+$972	0.16%	116
2022 Q1	$250K	Hold	9,925	–	–	0.19%	111
2021 Q4	$221K	Buy	+9,925	New	+$212K	0.14%	126

Other funds holding WES

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FirstPurpose Wealth's WES Position: Q1 2024 in Review

FirstPurpose Wealth held its Western Midstream Partners (WES) position steady in Q1 2024 at 9,976 shares worth $354K. The position accounts for 0.13% of the portfolio, ranked #145.

FirstPurpose Wealth first reported a position in WES in Q4 2021 and has held it in 10 quarters since. 217 funds tracked by Wall St. Rank hold WES as of Q1 2024.

FirstPurpose Wealth held 9,976 shares of Western Midstream Partners worth $354K as of Q1 2024.
FirstPurpose Wealth left its Western Midstream Partners share count unchanged in Q1 2024.
Western Midstream Partners made up 0.13% of FirstPurpose Wealth's portfolio in Q1 2024, its #145 holding.
FirstPurpose Wealth first reported a position in Western Midstream Partners in Q4 2021 and has held it in 10 quarters since.
217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.