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Newbridge Financial Services Group’s Western Midstream Partners WES Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-9,309
Closed -$199K – 1626
2021
Q2 		$199K Buy
9,309
+701
+8% +$14.5K 0.12% 176
2021
Q1 		$160K Buy
+8,608
New +$146K 0.12% 192

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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Newbridge Financial Services Group's WES Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Western Midstream Partners (WES) in Q3 2021, closing a stake of 9,309 shares — an estimated $199K sold.

Newbridge Financial Services Group first reported a position in WES in Q1 2021 and held it in 2 quarters. The position peaked at $199K in Q2 2021. 184 funds tracked by Wall St. Rank hold WES as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Western Midstream Partners position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 9,309 Western Midstream Partners shares in Q3 2021, an estimated $199K.
  • Newbridge Financial Services Group first reported a position in Western Midstream Partners in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Western Midstream Partners position peaked at $199K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.