Smithfield Trust’s Western Midstream Partners WES Stock Holding History

Smithfield Trust’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	-534	Closed	-$12K	–	1094
2021 Q4	$12K	Hold	534	–	–	﹤0.01%	825
2021 Q3	$11K	Hold	534	–	–	﹤0.01%	833
2021 Q2	$11K	Hold	534	–	–	﹤0.01%	819
2021 Q1	$10K	Hold	534	–	–	﹤0.01%	851
2020 Q4	$7K	Hold	534	–	–	﹤0.01%	912
2020 Q3	$4K	Hold	534	–	–	﹤0.01%	984
2020 Q2	$5K	Hold	534	–	–	﹤0.01%	855
2020 Q1	$2K	Hold	534	–	–	﹤0.01%	892
2019 Q4	$11K	Hold	534	–	–	﹤0.01%	698
2019 Q3	$13K	Hold	534	–	–	﹤0.01%	710
2019 Q2	$16K	Hold	534	–	–	﹤0.01%	664
2019 Q1	$17K	Buy	+534	New	+$17K	﹤0.01%	610

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

Smithfield Trust's WES Position: Q1 2022 in Review

Smithfield Trust sold out of Western Midstream Partners (WES) in Q1 2022, closing a stake of 534 shares — an estimated $12K sold.

Smithfield Trust first reported a position in WES in Q1 2019 and held it in 12 quarters. The position peaked at $17K in Q1 2019. 189 funds tracked by Wall St. Rank hold WES as of Q1 2022.

Smithfield Trust reported no remaining Western Midstream Partners position as of Q1 2022 after selling out during the quarter.
Smithfield Trust sold 534 Western Midstream Partners shares in Q1 2022, an estimated $12K.
Smithfield Trust first reported a position in Western Midstream Partners in Q1 2019 and held it in 12 quarters.
Smithfield Trust's Western Midstream Partners position peaked at $17K in Q1 2019.
189 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2022.

Based on Smithfield Trust's 13F filing for Q1 2022, filed 16 May 2022.