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Lindbrook Capital’s Western Midstream Partners WES Stock Holding History

Lindbrook Capital’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
2025
Q1 		$435K Sell
10,621
-17,761
-63% -$723K 0.04% 244
2024
Q4 		$1.09M Sell
28,382
-3,633
-11% -$140K 0.1% 132
2024
Q3 		$1.22M Sell
32,015
-7,141
-18% -$281K 0.11% 123
2024
Q2 		$1.56M Buy
39,156
+1,739
+5% +$64K 0.15% 94
2024
Q1 		$1.33M Sell
37,417
-433
-1% -$13.4K 0.12% 103
2023
Q4 		$1.11M Buy
37,850
+5,159
+16% +$144K 0.11% 109
2023
Q3 		$890K Buy
32,691
+3,744
+13% +$102K 0.1% 115
2023
Q2 		$768K Buy
28,947
+696
+2% +$18.3K 0.08% 144
2023
Q1 		$745K Buy
28,251
+6,475
+30% +$174K 0.09% 136
2022
Q4 		$585K Sell
21,776
-7,771
-26% -$210K 0.07% 164
2022
Q3 		$743K Sell
29,547
-6,914
-19% -$185K 0.13% 100
2022
Q2 		$886K Buy
36,461
+758
+2% +$19.4K 0.15% 96
2022
Q1 		$900K Buy
35,703
+11,611
+48% +$286K 0.14% 101
2021
Q4 		$537K Buy
+24,092
New +$515K 0.08% 155

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's WES Position: Q1 2025 in Review

Lindbrook Capital reduced its Western Midstream Partners (WES) stake by 63% in Q1 2025, selling an estimated $723K and leaving 10,621 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #244.

Lindbrook Capital first reported a position in WES in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.56M in Q2 2024. 280 funds tracked by Wall St. Rank hold WES as of Q1 2025.

  • Lindbrook Capital held 10,621 shares of Western Midstream Partners worth $435K as of Q1 2025.
  • Lindbrook Capital sold 17,761 Western Midstream Partners shares in Q1 2025, an estimated $723K.
  • Western Midstream Partners made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #244 holding.
  • Lindbrook Capital first reported a position in Western Midstream Partners in Q4 2021 and has held it in 14 quarters since.
  • Lindbrook Capital's Western Midstream Partners position peaked at $1.56M in Q2 2024.
  • 280 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.