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Tortoise Index Solutions’s Western Midstream Partners WES Stock Holding History

Tortoise Index Solutions’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
2024
Q1 		$7M Sell
196,775
-54,091
-22% -$1.68M 1.41% 20
2023
Q4 		$7.34M Buy
250,866
+25,601
+11% +$715K 1.36% 20
2023
Q3 		$6.13M Buy
225,265
+44,245
+24% +$1.2M 1.27% 21
2023
Q2 		$4.8M Sell
181,020
-20,597
-10% -$542K 0.98% 24
2023
Q1 		$5.32M Sell
201,617
-30,630
-13% -$823K 1.01% 24
2022
Q4 		$6.24M Buy
232,247
+50,787
+28% +$1.37M 1.09% 26
2022
Q3 		$4.57M Buy
181,460
+2,807
+2% +$75K 0.89% 25
2022
Q2 		$4.34M Buy
178,653
+10,403
+6% +$266K 0.82% 26
2022
Q1 		$4.24M Buy
168,250
+11,748
+8% +$290K 0.77% 29
2021
Q4 		$3.48M Buy
156,502
+13,403
+9% +$287K 0.77% 29
2021
Q3 		$3M Sell
143,099
-21,058
-13% -$420K 0.71% 30
2021
Q2 		$3.52M Buy
164,157
+14,498
+10% +$301K 0.74% 26
2021
Q1 		$2.78M Buy
149,659
+1,944
+1% +$33.1K 0.67% 27
2020
Q4 		$2.04M Sell
147,715
-850
-0.6% -$9.76K 0.58% 27
2020
Q3 		$1.19M Buy
148,565
+15,123
+11% +$136K 0.46% 30
2020
Q2 		$1.34M Buy
133,442
+23,866
+22% +$198K 0.47% 28
2020
Q1 		$355K Sell
109,576
-24,775
-18% -$341K 0.15% 44
2019
Q4 		$2.65M Buy
134,351
+49,455
+58% +$1.02M 0.57% 28
2019
Q3 		$2.11M Sell
84,896
-2,943
-3% -$78.3K 0.64% 28
2019
Q2 		$2.7M Buy
87,839
+610
+0.7% +$18.8K 0.8% 29
2019
Q1 		$2.74M Buy
87,229
+69,690
+397% +$2.21M 0.81% 26
2018
Q4 		$486K Buy
17,539
+9,195
+110% +$276K 0.18% 45
2018
Q3 		$250K Buy
8,344
+2,408
+41% +$84.4K 0.16% 48
2018
Q2 		$212K Buy
5,936
+476
+9% +$16.7K 0.15% 52
2018
Q1 		$181K Buy
5,460
+389
+8% +$14.8K 0.17% 57
2017
Q4 		$188K Buy
+5,071
New +$192K 0.17% 55
2015
Q3 		$22K Buy
552
+92
+20% +$4.92K 0.11% 61
2015
Q2 		$28K Buy
+460
New +$28.6K 0.13% 58

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Tortoise Index Solutions's WES Position: Q1 2024 in Review

Tortoise Index Solutions reduced its Western Midstream Partners (WES) stake by 22% in Q1 2024, selling an estimated $1.68M and leaving 196,775 shares worth $7M. The position accounts for 1.41% of the portfolio, ranked #20.

Tortoise Index Solutions first reported a position in WES in Q2 2015 and has held it in 28 quarters since. The position peaked at $7.34M in Q4 2023. 217 funds tracked by Wall St. Rank hold WES as of Q1 2024.

  • Tortoise Index Solutions held 196,775 shares of Western Midstream Partners worth $7M as of Q1 2024.
  • Tortoise Index Solutions sold 54,091 Western Midstream Partners shares in Q1 2024, an estimated $1.68M.
  • Western Midstream Partners made up 1.41% of Tortoise Index Solutions's portfolio in Q1 2024, its #20 holding.
  • Tortoise Index Solutions first reported a position in Western Midstream Partners in Q2 2015 and has held it in 28 quarters since.
  • Tortoise Index Solutions's Western Midstream Partners position peaked at $7.34M in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2024.

Based on Tortoise Index Solutions's 13F filing for Q1 2024, filed 10 May 2024.