TD Capital Management’s Western Midstream Partners WES Stock Holding History

TD Capital Management’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
2023 Q4	–	Sell	-504	Closed	-$13.7K	–	435
2023 Q3	$13.7K	Hold	504	–	–	﹤0.01%	257
2023 Q2	$13.4K	Hold	504	–	–	﹤0.01%	260
2023 Q1	$13.3K	Buy	+504	New	+$13.5K	﹤0.01%	253

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

TD Capital Management's WES Position: Q4 2023 in Review

TD Capital Management sold out of Western Midstream Partners (WES) in Q4 2023, closing a stake of 504 shares — an estimated $13.7K sold.

TD Capital Management first reported a position in WES in Q1 2023 and held it in 3 quarters. The position peaked at $13.7K in Q3 2023. 196 funds tracked by Wall St. Rank hold WES as of Q4 2023.

TD Capital Management reported no remaining Western Midstream Partners position as of Q4 2023 after selling out during the quarter.
TD Capital Management sold 504 Western Midstream Partners shares in Q4 2023, an estimated $13.7K.
TD Capital Management first reported a position in Western Midstream Partners in Q1 2023 and held it in 3 quarters.
TD Capital Management's Western Midstream Partners position peaked at $13.7K in Q3 2023.
196 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2023.

Based on TD Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.