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Lake Street Private Wealth’s Western Midstream Partners WES Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-6,373
Closed -$253K – 325
2024
Q2 		$253K Buy
+6,373
New +$235K 0.03% 280

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Lake Street Private Wealth's WES Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Western Midstream Partners (WES) in Q3 2024, closing a stake of 6,373 shares — an estimated $253K sold.

Lake Street Private Wealth first reported a position in WES in Q2 2024 and held it in 1 quarter. The position peaked at $253K in Q2 2024. 272 funds tracked by Wall St. Rank hold WES as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Western Midstream Partners position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 6,373 Western Midstream Partners shares in Q3 2024, an estimated $253K.
  • Lake Street Private Wealth first reported a position in Western Midstream Partners in Q2 2024 and held it in 1 quarter.
  • Lake Street Private Wealth's Western Midstream Partners position peaked at $253K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.