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Raymond James & Associates’s Western Midstream Partners WES Stock Holding History

Raymond James & Associates’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
Q2 		– Sell
-17,000
Closed -$6K – 4226
2021
Q1 		$6K Buy
+17,000
New +$289K ﹤0.01% 3966

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
Neuberger Berman Group
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Raymond James & Associates's WES Position: Q3 2024 in Review

Raymond James & Associates reduced its Western Midstream Partners (WES) stake by 26% in Q3 2024, selling an estimated $1.07M and leaving 76,649 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Raymond James & Associates first reported a position in WES in Q2 2014 and has held it in 42 quarters since. The position peaked at $4.29M in Q3 2014. 272 funds tracked by Wall St. Rank hold WES as of Q3 2024.

  • Raymond James & Associates held 76,649 shares of Western Midstream Partners worth $2.93M as of Q3 2024.
  • Raymond James & Associates sold 27,234 Western Midstream Partners shares in Q3 2024, an estimated $1.07M.
  • Western Midstream Partners made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1985 holding.
  • Raymond James & Associates first reported a position in Western Midstream Partners in Q2 2014 and has held it in 42 quarters since.
  • Raymond James & Associates's Western Midstream Partners position peaked at $4.29M in Q3 2014.
  • 272 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.