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Simplicity Wealth’s Western Midstream Partners WES Stock Holding History

Simplicity Wealth’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
-5,400
Closed -$215K – 1219
2024
Q2 		$215K Buy
+5,400
New +$199K ﹤0.01% 1079

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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

Simplicity Wealth's WES Position: Q3 2024 in Review

Simplicity Wealth sold out of Western Midstream Partners (WES) in Q3 2024, closing a stake of 5,400 shares — an estimated $215K sold.

Simplicity Wealth first reported a position in WES in Q2 2024 and held it in 1 quarter. The position peaked at $215K in Q2 2024. 273 funds tracked by Wall St. Rank hold WES as of Q3 2024.

  • Simplicity Wealth reported no remaining Western Midstream Partners position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,400 Western Midstream Partners shares in Q3 2024, an estimated $215K.
  • Simplicity Wealth first reported a position in Western Midstream Partners in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Western Midstream Partners position peaked at $215K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.