IWP
WES icon

Icon Wealth Partners’s Western Midstream Partners WES Stock Holding History

Icon Wealth Partners’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
Q3 		$289K Buy
10,598
+345
+3% +$9.36K 0.03% 240
2023
Q2 		$272K Buy
10,253
+126
+1% +$3.31K 0.03% 269
2023
Q1 		$267K Buy
+10,127
New +$272K 0.03% 269
2022
Q2 		$275K Hold
11,309
– – 0.03% 258
2022
Q1 		$285K Buy
11,309
+1,399
+14% +$34.5K 0.03% 277
2021
Q4 		$221K Sell
9,910
-2,516
-20% -$53.8K 0.02% 302
2021
Q3 		$260K Hold
12,426
– – 0.03% 303
2021
Q2 		$266K Buy
12,426
+546
+5% +$11.3K 0.03% 314
2021
Q1 		$221K Buy
11,880
+395
+3% +$6.72K 0.03% 312
2020
Q4 		$159K Buy
+11,485
New +$132K 0.03% 271
2020
Q3 		– Sell
-11,413
Closed -$115K – 314
2020
Q2 		$115K Buy
+11,413
New +$94.6K 0.03% 256
2019
Q4 		– Sell
-21,584
Closed -$537K – 181
2019
Q3 		$537K Sell
21,584
-2,138
-9% -$56.9K 0.18% 65
2019
Q2 		$730K Buy
23,722
+1,991
+9% +$61.4K 0.26% 53
2019
Q1 		$681K Buy
+21,731
New +$690K 0.25% 54
2018
Q4 		– Sell
-3,370
Closed -$101K – 259
2018
Q3 		$101K Buy
3,370
+433
+15% +$15.2K 0.04% 271
2018
Q2 		$105K Sell
2,937
-365
-11% -$12.8K 0.04% 230
2018
Q1 		$109K Buy
3,302
+91
+3% +$3.46K 0.06% 239
2017
Q4 		$119K Buy
+3,211
New +$121K 0.06% 247

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Partners's WES Position: Q3 2023 in Review

Icon Wealth Partners increased its Western Midstream Partners (WES) stake by 3.4% in Q3 2023, buying an estimated $9.36K and bringing the position to 10,598 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #240.

Icon Wealth Partners first reported a position in WES in Q4 2017 and has held it in 18 quarters since. The position peaked at $730K in Q2 2019. 191 funds tracked by Wall St. Rank hold WES as of Q3 2023.

  • Icon Wealth Partners held 10,598 shares of Western Midstream Partners worth $289K as of Q3 2023.
  • Icon Wealth Partners bought 345 Western Midstream Partners shares in Q3 2023, an estimated $9.36K.
  • Western Midstream Partners made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #240 holding.
  • Icon Wealth Partners first reported a position in Western Midstream Partners in Q4 2017 and has held it in 18 quarters since.
  • Icon Wealth Partners's Western Midstream Partners position peaked at $730K in Q2 2019.
  • 191 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.