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Gladstone Institutional Advisory’s Western Midstream Partners WES Stock Holding History

Gladstone Institutional Advisory’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
Q4 		– Sell
-13,526
Closed -$518K – 749
2024
Q3 		$518K Buy
+13,526
New +$533K 0.03% 438

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 $32.9B AUM 23.66% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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 $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gladstone Institutional Advisory's WES Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of Western Midstream Partners (WES) in Q4 2024, closing a stake of 13,526 shares — an estimated $518K sold.

Gladstone Institutional Advisory first reported a position in WES in Q3 2024 and held it in 1 quarter. The position peaked at $518K in Q3 2024. 274 funds tracked by Wall St. Rank hold WES as of Q4 2024.

  • Gladstone Institutional Advisory reported no remaining Western Midstream Partners position as of Q4 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 13,526 Western Midstream Partners shares in Q4 2024, an estimated $518K.
  • Gladstone Institutional Advisory first reported a position in Western Midstream Partners in Q3 2024 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Western Midstream Partners position peaked at $518K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.