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Holderness Investments Company’s Western Midstream Partners WES Stock Holding History

Holderness Investments Company’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
-8,535
Closed -$327K – 267
2024
Q3 		$327K Buy
8,535
+575
+7% +$22.7K 0.07% 208
2024
Q2 		$316K Buy
+7,960
New +$293K 0.07% 192

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holderness Investments Company's WES Position: Q4 2024 in Review

Holderness Investments Company sold out of Western Midstream Partners (WES) in Q4 2024, closing a stake of 8,535 shares — an estimated $327K sold.

Holderness Investments Company first reported a position in WES in Q2 2024 and held it in 2 quarters. The position peaked at $327K in Q3 2024. 273 funds tracked by Wall St. Rank hold WES as of Q4 2024.

  • Holderness Investments Company reported no remaining Western Midstream Partners position as of Q4 2024 after selling out during the quarter.
  • Holderness Investments Company sold 8,535 Western Midstream Partners shares in Q4 2024, an estimated $327K.
  • Holderness Investments Company first reported a position in Western Midstream Partners in Q2 2024 and held it in 2 quarters.
  • Holderness Investments Company's Western Midstream Partners position peaked at $327K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2024.

Based on Holderness Investments Company's 13F filing for Q4 2024, filed 11 Feb 2025.