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Merriman Wealth Management’s Western Midstream Partners WES Stock Holding History

Merriman Wealth 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
2022
Q2 		– Sell
-20,000
Closed -$504K – 209
2022
Q1 		$504K Buy
+20,000
New +$493K 0.04% 128

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Invesco
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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 $2.78B AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Merriman Wealth Management's WES Position: Q2 2022 in Review

Merriman Wealth Management sold out of Western Midstream Partners (WES) in Q2 2022, closing a stake of 20,000 shares — an estimated $504K sold.

Merriman Wealth Management first reported a position in WES in Q1 2022 and held it in 1 quarter. The position peaked at $504K in Q1 2022. 195 funds tracked by Wall St. Rank hold WES as of Q2 2022.

  • Merriman Wealth Management reported no remaining Western Midstream Partners position as of Q2 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 20,000 Western Midstream Partners shares in Q2 2022, an estimated $504K.
  • Merriman Wealth Management first reported a position in Western Midstream Partners in Q1 2022 and held it in 1 quarter.
  • Merriman Wealth Management's Western Midstream Partners position peaked at $504K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2022.

Based on Merriman Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.