Realta Investment Advisors’s Western Midstream Partners WES Stock Holding History

Realta Investment 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	–	Sell	-5,446	Closed	-$216K	–	774
2024 Q2	$216K	Buy	+5,446	New	+$200K	0.04%	378
2020 Q1	–	Sell	-248	Closed	-$4K	–	1397
2019 Q4	$4K	Sell	248 -1,813	-88%	-$37.6K	﹤0.01%	1410
2019 Q3	$50K	Sell	2,061 -999	-33%	-$26.6K	0.01%	676
2019 Q2	$95K	Sell	3,060 -2,051	-40%	-$63.2K	0.03%	513
2019 Q1	$162K	Buy	+5,111	New	+$162K	0.07%	316

Other funds holding WES

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Realta Investment Advisors's WES Position: Q3 2024 in Review

Realta Investment Advisors sold out of Western Midstream Partners (WES) in Q3 2024, closing a stake of 5,446 shares — an estimated $216K sold.

Realta Investment Advisors first reported a position in WES in Q1 2019 and held it in 5 quarters. The position peaked at $216K in Q2 2024. 272 funds tracked by Wall St. Rank hold WES as of Q3 2024.

Realta Investment Advisors reported no remaining Western Midstream Partners position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 5,446 Western Midstream Partners shares in Q3 2024, an estimated $216K.
Realta Investment Advisors first reported a position in Western Midstream Partners in Q1 2019 and held it in 5 quarters.
Realta Investment Advisors's Western Midstream Partners position peaked at $216K in Q2 2024.
272 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.