Salem Investment Counselors’s Western Midstream Partners WES Stock Holding History

Salem Investment Counselors’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 Q2	–	Sell	-300	Closed	-$10.7K	–	1211
2024 Q1	$10.7K	Hold	300	–	–	﹤0.01%	823
2023 Q4	$8.78K	Sell	300 -279	-48%	-$7.79K	﹤0.01%	838
2023 Q3	$15.8K	Hold	579	–	–	﹤0.01%	718
2023 Q2	$15.4K	Hold	579	–	–	﹤0.01%	752
2023 Q1	$15.3K	Buy	+579	New	+$15.6K	﹤0.01%	740
2020 Q3	–	Sell	-14,183	Closed	-$142K	–	741
2020 Q2	$142K	Buy	14,183 +12,658	+830%	+$105K	0.01%	266
2020 Q1	$5K	Hold	1,525	–	–	﹤0.01%	579
2019 Q4	$30K	Hold	1,525	–	–	﹤0.01%	441
2019 Q3	$38K	Hold	1,525	–	–	﹤0.01%	399
2019 Q2	$47K	Buy	+1,525	New	+$47K	﹤0.01%	376

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salem Investment Counselors's WES Position: Q2 2024 in Review

Salem Investment Counselors sold out of Western Midstream Partners (WES) in Q2 2024, closing a stake of 300 shares — an estimated $10.7K sold.

Salem Investment Counselors first reported a position in WES in Q2 2019 and held it in 10 quarters. The position peaked at $142K in Q2 2020. 254 funds tracked by Wall St. Rank hold WES as of Q2 2024.

Salem Investment Counselors reported no remaining Western Midstream Partners position as of Q2 2024 after selling out during the quarter.
Salem Investment Counselors sold 300 Western Midstream Partners shares in Q2 2024, an estimated $10.7K.
Salem Investment Counselors first reported a position in Western Midstream Partners in Q2 2019 and held it in 10 quarters.
Salem Investment Counselors's Western Midstream Partners position peaked at $142K in Q2 2020.
254 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.