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Retirement Group’s Western Midstream Partners WES Stock Holding History

Retirement Group’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
Q1 		$56.6K Buy
1,591
+456
+40% +$14.2K 0.02% 222
2023
Q4 		$33.2K Buy
1,135
+15
+1% +$419 0.01% 268
2023
Q3 		$30.5K Buy
1,120
+15
+1% +$407 0.01% 265
2023
Q2 		$29.3K Buy
1,105
+380
+52% +$10K 0.01% 267
2023
Q1 		$19K Buy
725
+525
+263% +$14.1K 0.01% 310
2022
Q4 		$5K Hold
200
– – ﹤0.01% 445
2022
Q3 		$5K Hold
200
– – ﹤0.01% 341
2022
Q2 		$5K Buy
+200
New +$5.12K ﹤0.01% 540

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Retirement Group's WES Position: Q1 2024 in Review

Retirement Group increased its Western Midstream Partners (WES) stake by 40% in Q1 2024, buying an estimated $14.2K and bringing the position to 1,591 shares worth $56.6K. The position accounts for 0.02% of the portfolio, ranked #222.

Retirement Group first reported a position in WES in Q2 2022 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold WES as of Q1 2024.

  • Retirement Group held 1,591 shares of Western Midstream Partners worth $56.6K as of Q1 2024.
  • Retirement Group bought 456 Western Midstream Partners shares in Q1 2024, an estimated $14.2K.
  • Western Midstream Partners made up 0.02% of Retirement Group's portfolio in Q1 2024, its #222 holding.
  • Retirement Group first reported a position in Western Midstream Partners in Q2 2022 and has held it in 8 quarters since.
  • 217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.