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TFO Wealth Partners’s Western Midstream Partners WES Stock Holding History

TFO Wealth Partners’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
-449
Closed -$9K – 174
2021
Q4 		$9K Sell
449
-977
-69% -$20.9K ﹤0.01% 95
2021
Q3 		$30K Buy
1,426
+977
+218% +$19.5K 0.01% 69
2021
Q2 		$10K Sell
449
-977
-69% -$20.3K ﹤0.01% 68
2021
Q1 		$27K Buy
1,426
+977
+218% +$16.6K 0.01% 94
2020
Q4 		$6K Sell
449
-758
-63% -$8.71K ﹤0.01% 72
2020
Q3 		$10K Hold
1,207
– – ﹤0.01% 81
2020
Q2 		$12K Hold
1,207
– – ﹤0.01% 83
2020
Q1 		$3K Sell
1,207
-784
-39% -$10.8K ﹤0.01% 113
2019
Q4 		$39K Buy
+1,991
New +$41.3K 0.04% 70

Other funds holding WES

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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return