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FORA Capital’s Western Midstream Partners WES Stock Holding History

FORA 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
2024
Q1 		– Sell
-21,365
Closed -$625K – 586
2023
Q4 		$625K Buy
+21,365
New +$597K 0.05% 307
2020
Q2 		– Sell
-36,877
Closed -$119K – 1353
2020
Q1 		$119K Buy
+36,877
New +$508K 0.03% 572

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

FORA Capital's WES Position: Q1 2024 in Review

FORA Capital sold out of Western Midstream Partners (WES) in Q1 2024, closing a stake of 21,365 shares — an estimated $625K sold.

FORA Capital first reported a position in WES in Q1 2020 and held it in 2 quarters. The position peaked at $625K in Q4 2023. 217 funds tracked by Wall St. Rank hold WES as of Q1 2024.

  • FORA Capital reported no remaining Western Midstream Partners position as of Q1 2024 after selling out during the quarter.
  • FORA Capital sold 21,365 Western Midstream Partners shares in Q1 2024, an estimated $625K.
  • FORA Capital first reported a position in Western Midstream Partners in Q1 2020 and held it in 2 quarters.
  • FORA Capital's Western Midstream Partners position peaked at $625K in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2024.

Based on FORA Capital's 13F filing for Q1 2024, filed 2 May 2024.