RGT Wealth Advisors’s Western Midstream Partners WES Stock Holding History

RGT Wealth 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
2022 Q1	–	Sell	-3,725	Closed	-$83K	–	330
2021 Q4	$83K	Buy	+3,725	New	+$79.7K	0.01%	119
2021 Q1	–	Sell	-16,150	Closed	-$223K	–	72
2020 Q4	$223K	Buy	+16,150	New	+$185K	0.05%	62

Other funds holding WES

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

KACA

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

RGT Wealth Advisors's WES Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Western Midstream Partners (WES) in Q1 2022, closing a stake of 3,725 shares — an estimated $83K sold.

RGT Wealth Advisors first reported a position in WES in Q4 2020 and held it in 2 quarters. The position peaked at $223K in Q4 2020. 189 funds tracked by Wall St. Rank hold WES as of Q1 2022.

RGT Wealth Advisors reported no remaining Western Midstream Partners position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 3,725 Western Midstream Partners shares in Q1 2022, an estimated $83K.
RGT Wealth Advisors first reported a position in Western Midstream Partners in Q4 2020 and held it in 2 quarters.
RGT Wealth Advisors's Western Midstream Partners position peaked at $223K in Q4 2020.
189 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.