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

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

TFO Wealth Partners's WES Position: Q1 2022 in Review

TFO Wealth Partners sold out of Western Midstream Partners (WES) in Q1 2022, closing a stake of 449 shares — an estimated $9K sold.

TFO Wealth Partners first reported a position in WES in Q4 2019 and held it in 9 quarters. The position peaked at $39K in Q4 2019. 189 funds tracked by Wall St. Rank hold WES as of Q1 2022.

TFO Wealth Partners reported no remaining Western Midstream Partners position as of Q1 2022 after selling out during the quarter.
TFO Wealth Partners sold 449 Western Midstream Partners shares in Q1 2022, an estimated $9K.
TFO Wealth Partners first reported a position in Western Midstream Partners in Q4 2019 and held it in 9 quarters.
TFO Wealth Partners's Western Midstream Partners position peaked at $39K in Q4 2019.
189 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2022.

Based on TFO Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.