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Householder Group Estate & Retirement Specialist’s Western Midstream Partners WES Stock Holding History

Householder Group Estate & Retirement Specialist’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
-275
Closed -$10K – 1232
2024
Q3 		$10K Hold
275
– – ﹤0.01% 824
2024
Q2 		$10K Buy
+275
New +$10.1K ﹤0.01% 820

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

Householder Group Estate & Retirement Specialist's WES Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Western Midstream Partners (WES) in Q4 2024, closing a stake of 275 shares — an estimated $10K sold.

Householder Group Estate & Retirement Specialist first reported a position in WES in Q2 2024 and held it in 2 quarters. The position peaked at $10K in Q3 2024. 273 funds tracked by Wall St. Rank hold WES as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Western Midstream Partners position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 275 Western Midstream Partners shares in Q4 2024, an estimated $10K.
  • Householder Group Estate & Retirement Specialist first reported a position in Western Midstream Partners in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Western Midstream Partners position peaked at $10K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.