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Sowell Financial Services’s Western Midstream Partners WES Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,079
Closed -$22K – 2725
2021
Q1 		$22K Buy
1,079
+20
+2% +$340 ﹤0.01% 2032
2020
Q4 		$15K Buy
1,059
+29
+3% +$333 ﹤0.01% 1869
2020
Q3 		$8K Buy
1,030
+30
+3% +$271 ﹤0.01% 1887
2020
Q2 		$10K Buy
+1,000
New +$8.29K ﹤0.01% 1710
2016
Q4 		– Hold
0
– – – 504

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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Sowell Financial Services's WES Position: Q2 2021 in Review

Sowell Financial Services sold out of Western Midstream Partners (WES) in Q2 2021, closing a stake of 1,079 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in WES in Q2 2020 and held it in 4 quarters. The position peaked at $22K in Q1 2021. 184 funds tracked by Wall St. Rank hold WES as of Q2 2021.

  • Sowell Financial Services reported no remaining Western Midstream Partners position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,079 Western Midstream Partners shares in Q2 2021, an estimated $22K.
  • Sowell Financial Services first reported a position in Western Midstream Partners in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Western Midstream Partners position peaked at $22K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.