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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 – 1399
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

AA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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