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Gradient Investments’s Western Midstream Partners WES Stock Holding History

Gradient Investments’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
Q4 		– Sell
-100
Closed -$2.72K – 1923
2023
Q3 		$2.72K Buy
+100
New +$2.71K ﹤0.01% 1095

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gradient Investments's WES Position: Q4 2023 in Review

Gradient Investments sold out of Western Midstream Partners (WES) in Q4 2023, closing a stake of 100 shares — an estimated $2.72K sold.

Gradient Investments first reported a position in WES in Q3 2023 and held it in 1 quarter. The position peaked at $2.72K in Q3 2023. 196 funds tracked by Wall St. Rank hold WES as of Q4 2023.

  • Gradient Investments reported no remaining Western Midstream Partners position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 100 Western Midstream Partners shares in Q4 2023, an estimated $2.72K.
  • Gradient Investments first reported a position in Western Midstream Partners in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's Western Midstream Partners position peaked at $2.72K in Q3 2023.
  • 196 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.