Pathstone Family Office’s Western Midstream Partners WES Stock Holding History

Pathstone Family Office’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 Q3	$797K	Buy	29,259 +7,154	+32%	+$194K	0.01%	819
2023 Q2	$586K	Buy	22,105 +85	+0.4%	+$2.24K	0.01%	684
2023 Q1	$581K	Sell	22,020 -21,930	-50%	-$589K	0.01%	620
2022 Q4	$1.18M	Buy	43,950 +88	+0.2%	+$2.37K	0.01%	711
2022 Q3	$1.1M	Buy	+43,862	New	+$1.17M	0.01%	683
2020 Q2	–	Sell	-517	Closed	-$2K	–	985
2020 Q1	$2K	Buy	+517	New	+$7.12K	﹤0.01%	697
2019 Q4	–	Sell	-696	Closed	-$17K	–	634
2019 Q3	$17K	Buy	+696	New	+$18.5K	﹤0.01%	420

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pathstone Family Office's WES Position: Q3 2023 in Review

Pathstone Family Office increased its Western Midstream Partners (WES) stake by 32% in Q3 2023, buying an estimated $194K and bringing the position to 29,259 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #819.

Pathstone Family Office first reported a position in WES in Q3 2019 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2022. 191 funds tracked by Wall St. Rank hold WES as of Q3 2023.

Pathstone Family Office held 29,259 shares of Western Midstream Partners worth $797K as of Q3 2023.
Pathstone Family Office bought 7,154 Western Midstream Partners shares in Q3 2023, an estimated $194K.
Western Midstream Partners made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #819 holding.
Pathstone Family Office first reported a position in Western Midstream Partners in Q3 2019 and has held it in 7 quarters since.
Pathstone Family Office's Western Midstream Partners position peaked at $1.18M in Q4 2022.
191 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.