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Institutional & Family Asset Management’s Western Midstream Partners WES Stock Holding History

Institutional & Family Asset Management’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
Q2 		$2.55M Buy
64,266
+1,794
+3% +$66K 0.39% 74
2024
Q1 		$2.22M Sell
62,472
-3,162
-5% -$98.2K 0.35% 75
2023
Q4 		$1.92M Sell
65,634
-1,648
-2% -$46K 0.32% 74
2023
Q3 		$1.83M Buy
67,282
+8,410
+14% +$228K 0.3% 76
2023
Q2 		$1.56M Hold
58,872
– – 0.25% 79
2023
Q1 		$1.55M Buy
58,872
+21,901
+59% +$588K 0.26% 78
2022
Q4 		$993K Hold
36,971
– – 0.16% 90
2022
Q3 		$930K Buy
36,971
+11,769
+47% +$314K 0.16% 86
2022
Q2 		$613K Hold
25,202
– – 0.11% 105
2022
Q1 		$636K Hold
25,202
– – 0.1% 112
2021
Q4 		$561K Hold
25,202
– – 0.09% 115
2021
Q3 		$528K Hold
25,202
– – 0.08% 120
2021
Q2 		$540K Buy
+25,202
New +$522K 0.09% 118
2019
Q2 		– Sell
-26,505
Closed -$831K – 885
2019
Q1 		$831K Buy
26,505
+18,933
+250% +$601K 0.17% 93
2018
Q4 		$210K Sell
7,572
-215
-3% -$6.45K 0.05% 158
2018
Q3 		$233K Sell
7,787
-4,845
-38% -$170K 0.05% 173
2018
Q2 		$452K Sell
12,632
-5,935
-32% -$208K 0.09% 121
2018
Q1 		$615K Sell
18,567
-16,669
-47% -$635K 0.13% 96
2017
Q4 		$1.31M Sell
35,236
-2,125
-6% -$80.2K 0.25% 77
2017
Q3 		$1.54M Buy
+37,361
New +$1.53M 0.31% 73

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institutional & Family Asset Management's WES Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Western Midstream Partners (WES) stake by 2.9% in Q2 2024, buying an estimated $66K and bringing the position to 64,266 shares worth $2.55M. The position accounts for 0.39% of the portfolio, ranked #74.

Institutional & Family Asset Management first reported a position in WES in Q3 2017 and has held it in 20 quarters since. 254 funds tracked by Wall St. Rank hold WES as of Q2 2024.

  • Institutional & Family Asset Management held 64,266 shares of Western Midstream Partners worth $2.55M as of Q2 2024.
  • Institutional & Family Asset Management bought 1,794 Western Midstream Partners shares in Q2 2024, an estimated $66K.
  • Western Midstream Partners made up 0.39% of Institutional & Family Asset Management's portfolio in Q2 2024, its #74 holding.
  • Institutional & Family Asset Management first reported a position in Western Midstream Partners in Q3 2017 and has held it in 20 quarters since.
  • 254 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.