FSA Wealth Management’s Western Midstream Partners WES Stock Holding History

FSA Wealth Management’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
2021 Q1	–	Sell	-2,000	Closed	-$28K	–	241
2020 Q4	$28K	Buy	+2,000	New	+$23K	0.01%	176
2020 Q3	–	Sell	-2,000	Closed	-$20K	–	360
2020 Q2	$20K	Hold	2,000	–	–	0.01%	193
2020 Q1	$6K	Buy	+2,000	New	+$27.5K	0.01%	291

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

KACA

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

FSA Wealth Management's WES Position: Q1 2021 in Review

FSA Wealth Management sold out of Western Midstream Partners (WES) in Q1 2021, closing a stake of 2,000 shares — an estimated $28K sold.

FSA Wealth Management first reported a position in WES in Q1 2020 and held it in 3 quarters. The position peaked at $28K in Q4 2020. 178 funds tracked by Wall St. Rank hold WES as of Q1 2021.

FSA Wealth Management reported no remaining Western Midstream Partners position as of Q1 2021 after selling out during the quarter.
FSA Wealth Management sold 2,000 Western Midstream Partners shares in Q1 2021, an estimated $28K.
FSA Wealth Management first reported a position in Western Midstream Partners in Q1 2020 and held it in 3 quarters.
FSA Wealth Management's Western Midstream Partners position peaked at $28K in Q4 2020.
178 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2021.

Based on FSA Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.