Homrich & Berg’s Western Midstream Partners WES Stock Holding History

Homrich & Berg’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 Q3	$280K	Buy	13,381 +47	+0.4%	+$936	0.01%	374
2021 Q2	$286K	Sell	13,334 -1,417	-10%	-$29.4K	0.01%	378
2021 Q1	$274K	Buy	14,751 +52	+0.4%	+$885	0.01%	351
2020 Q4	$203K	Buy	14,699 +70	+0.5%	+$804	0.01%	379
2020 Q3	$117K	Sell	14,629 -3,456	-19%	-$31.2K	﹤0.01%	329
2020 Q2	$182K	Buy	18,085 +1,937	+12%	+$16.1K	0.01%	309
2020 Q1	$52K	Sell	16,148 -1,152	-7%	-$15.9K	﹤0.01%	298
2019 Q4	$341K	Buy	17,300 +774	+5%	+$16K	0.02%	281
2019 Q3	$411K	Buy	16,526 +89	+0.5%	+$2.37K	0.02%	240
2019 Q2	$506K	Sell	16,437 -442	-3%	-$13.6K	0.03%	225
2019 Q1	$529K	Buy	+16,879	New	+$536K	0.03%	204

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Homrich & Berg's WES Position: Q3 2021 in Review

Homrich & Berg increased its Western Midstream Partners (WES) stake by 0.35% in Q3 2021, buying an estimated $936 and bringing the position to 13,381 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #374.

Homrich & Berg first reported a position in WES in Q1 2019 and has held it in 11 quarters since. The position peaked at $529K in Q1 2019. 184 funds tracked by Wall St. Rank hold WES as of Q3 2021.

Homrich & Berg held 13,381 shares of Western Midstream Partners worth $280K as of Q3 2021.
Homrich & Berg bought 47 Western Midstream Partners shares in Q3 2021, an estimated $936.
Western Midstream Partners made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #374 holding.
Homrich & Berg first reported a position in Western Midstream Partners in Q1 2019 and has held it in 11 quarters since.
Homrich & Berg's Western Midstream Partners position peaked at $529K in Q1 2019.
184 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.