RJFSA
WES icon

Raymond James Financial Services Advisors’s Western Midstream Partners WES Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$15.3M Buy
401,155
+1,934
+0.5% +$76.2K 0.02% 666
2024
Q2 		$15.9M Buy
399,221
+12,704
+3% +$468K 0.02% 605
2024
Q1 		$13.7M Buy
386,517
+7,188
+2% +$223K 0.02% 666
2023
Q4 		$11.1M Buy
379,329
+21,417
+6% +$598K 0.02% 705
2023
Q3 		$9.75M Buy
357,912
+48,962
+16% +$1.33M 0.02% 708
2023
Q2 		$8.19M Buy
308,950
+2,731
+0.9% +$71.8K 0.01% 793
2023
Q1 		$8.08M Buy
306,219
+28,973
+10% +$778K 0.02% 782
2022
Q4 		$7.44M Buy
277,246
+25,264
+10% +$681K 0.02% 783
2022
Q3 		$6.34M Buy
251,982
+9,194
+4% +$246K 0.01% 812
2022
Q2 		$5.9M Buy
242,788
+15,100
+7% +$386K 0.01% 854
2022
Q1 		$5.74M Buy
227,688
+1,064
+0.5% +$26.2K 0.01% 929
2021
Q4 		$5.05M Sell
226,624
-20,124
-8% -$430K 0.01% 1002
2021
Q3 		$5.17M Sell
246,748
-7,312
-3% -$146K 0.01% 958
2021
Q2 		$5.44M Sell
254,060
-1,934
-0.8% -$40.1K 0.01% 931
2021
Q1 		$4.76M Sell
255,994
-8,389
-3% -$143K 0.01% 930
2020
Q4 		$3.65M Sell
264,383
-18,036
-6% -$207K 0.01% 981
2020
Q3 		$2.26M Sell
282,419
-5,050
-2% -$45.6K 0.01% 1105
2020
Q2 		$2.89M Buy
287,469
+42,821
+18% +$355K 0.01% 948
2020
Q1 		$793K Buy
244,648
+36,136
+17% +$497K ﹤0.01% 1320
2019
Q4 		$4.11M Buy
208,512
+5,873
+3% +$122K 0.01% 802
2019
Q3 		$5.04M Buy
202,639
+12,137
+6% +$323K 0.02% 687
2019
Q2 		$5.86M Buy
190,502
+7,995
+4% +$246K 0.02% 620
2019
Q1 		$5.72M Buy
182,507
+175,036
+2,343% +$5.56M 0.02% 600
2018
Q4 		$207K Buy
7,471
+9
+0.1% +$270 ﹤0.01% 2243
2018
Q3 		$223K Buy
7,462
+6
+0.1% +$210 ﹤0.01% 2462
2018
Q2 		$267K Buy
7,456
+456
+7% +$16K ﹤0.01% 2313
2018
Q1 		$232K Sell
7,000
-345
-5% -$13.1K ﹤0.01% 2169
2017
Q4 		$273K Sell
7,345
-655
-8% -$24.7K ﹤0.01% 2074
2017
Q3 		$329K Sell
8,000
-1,300
-14% -$53.2K ﹤0.01% 1972
2017
Q2 		$400K Sell
9,300
-1,060
-10% -$46.6K ﹤0.01% 1812
2017
Q1 		$478K Buy
10,360
+301
+3% +$13.6K ﹤0.01% 1600
2016
Q4 		$426K Sell
10,059
-175
-2% -$7.51K ﹤0.01% 1615
2016
Q3 		$435K Buy
10,234
+176
+2% +$6.63K ﹤0.01% 1571
2016
Q2 		$385K Sell
10,058
-83
-0.8% -$3.27K ﹤0.01% 1561
2016
Q1 		$361K Sell
10,141
-48
-0.5% -$1.39K ﹤0.01% 1429
2015
Q4 		$370K Sell
10,189
-1,217
-11% -$48.5K ﹤0.01% 1336
2015
Q3 		$450K Buy
+11,406
New +$610K 0.01% 1096

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 Financial Services Advisors's WES Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Western Midstream Partners (WES) stake by 0.48% in Q3 2024, buying an estimated $76.2K and bringing the position to 401,155 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #666.

Raymond James Financial Services Advisors first reported a position in WES in Q3 2015 and has held it in 37 quarters since. The position peaked at $15.9M in Q2 2024. 272 funds tracked by Wall St. Rank hold WES as of Q3 2024.

  • Raymond James Financial Services Advisors held 401,155 shares of Western Midstream Partners worth $15.3M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,934 Western Midstream Partners shares in Q3 2024, an estimated $76.2K.
  • Western Midstream Partners made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #666 holding.
  • Raymond James Financial Services Advisors first reported a position in Western Midstream Partners in Q3 2015 and has held it in 37 quarters since.
  • Raymond James Financial Services Advisors's Western Midstream Partners position peaked at $15.9M in Q2 2024.
  • 272 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.