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Money Concepts Capital’s Western Midstream Partners WES Stock Holding History

Money Concepts 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
2023
Q1 		– Sell
-1,700
Closed -$45.6K – 2896
2022
Q4 		$45.6K Buy
+1,700
New +$45.9K ﹤0.01% 1287
2022
Q2 		– Sell
-100
Closed -$3K – 2619
2022
Q1 		$3K Buy
+100
New +$2.47K ﹤0.01% 2397

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Money Concepts Capital's WES Position: Q1 2023 in Review

Money Concepts Capital sold out of Western Midstream Partners (WES) in Q1 2023, closing a stake of 1,700 shares — an estimated $45.6K sold.

Money Concepts Capital first reported a position in WES in Q1 2022 and held it in 2 quarters. The position peaked at $45.6K in Q4 2022. 193 funds tracked by Wall St. Rank hold WES as of Q1 2023.

  • Money Concepts Capital reported no remaining Western Midstream Partners position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,700 Western Midstream Partners shares in Q1 2023, an estimated $45.6K.
  • Money Concepts Capital first reported a position in Western Midstream Partners in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Western Midstream Partners position peaked at $45.6K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.