Howe & Rusling’s Western Midstream Partners WES Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-416	Closed	-$10K	–	1046
2022 Q3	$10K	Buy	+416	New	+$11.1K	﹤0.01%	543

Other funds holding WES

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Howe & Rusling's WES Position: Q4 2022 in Review

Howe & Rusling sold out of Western Midstream Partners (WES) in Q4 2022, closing a stake of 416 shares — an estimated $10K sold.

Howe & Rusling first reported a position in WES in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 201 funds tracked by Wall St. Rank hold WES as of Q4 2022.

Howe & Rusling reported no remaining Western Midstream Partners position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 416 Western Midstream Partners shares in Q4 2022, an estimated $10K.
Howe & Rusling first reported a position in Western Midstream Partners in Q3 2022 and held it in 1 quarter.
Howe & Rusling's Western Midstream Partners position peaked at $10K in Q3 2022.
201 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.