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GYL Financial Synergies’s Western Midstream Partners WES Stock Holding History

GYL Financial Synergies’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
-18,468
Closed -$487K – 357
2023
Q1 		$487K Buy
+18,468
New +$496K 0.06% 192

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GYL Financial Synergies's WES Position: Q2 2023 in Review

GYL Financial Synergies sold out of Western Midstream Partners (WES) in Q2 2023, closing a stake of 18,468 shares — an estimated $487K sold.

GYL Financial Synergies first reported a position in WES in Q1 2023 and held it in 1 quarter. The position peaked at $487K in Q1 2023. 184 funds tracked by Wall St. Rank hold WES as of Q2 2023.

  • GYL Financial Synergies reported no remaining Western Midstream Partners position as of Q2 2023 after selling out during the quarter.
  • GYL Financial Synergies sold 18,468 Western Midstream Partners shares in Q2 2023, an estimated $487K.
  • GYL Financial Synergies first reported a position in Western Midstream Partners in Q1 2023 and held it in 1 quarter.
  • GYL Financial Synergies's Western Midstream Partners position peaked at $487K in Q1 2023.
  • 184 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2023.

Based on GYL Financial Synergies's 13F filing for Q2 2023, filed 14 Aug 2023.