Fortem Financial Group’s Western Midstream Partners WES Stock Holding History

Fortem Financial 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	-18,103	Closed	-$477K	–	171
2023 Q1	$477K	Buy	18,103 +3,714	+26%	+$99.8K	0.31%	95
2022 Q4	$386K	Sell	14,389 -451	-3%	-$12.2K	0.23%	120
2022 Q3	$373K	Buy	14,840 +766	+5%	+$20.5K	0.26%	113
2022 Q2	$342K	Buy	+14,074	New	+$360K	0.22%	129

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 $39B AUM 18.55% 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

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

Fortem Financial Group's WES Position: Q2 2023 in Review

Fortem Financial Group sold out of Western Midstream Partners (WES) in Q2 2023, closing a stake of 18,103 shares — an estimated $477K sold.

Fortem Financial Group first reported a position in WES in Q2 2022 and held it in 4 quarters. The position peaked at $477K in Q1 2023. 183 funds tracked by Wall St. Rank hold WES as of Q2 2023.

Fortem Financial Group reported no remaining Western Midstream Partners position as of Q2 2023 after selling out during the quarter.
Fortem Financial Group sold 18,103 Western Midstream Partners shares in Q2 2023, an estimated $477K.
Fortem Financial Group first reported a position in Western Midstream Partners in Q2 2022 and held it in 4 quarters.
Fortem Financial Group's Western Midstream Partners position peaked at $477K in Q1 2023.
183 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2023.

Based on Fortem Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.