TWM
WES icon

Tradition Wealth Management’s Western Midstream Partners WES Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-1,750
Closed -$51K – 1186
2023
Q4 		$51K Hold
1,750
– – 0.01% 623
2023
Q3 		$48K Buy
+1,750
New +$47.5K 0.01% 615

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Tradition Wealth Management's WES Position: Q1 2024 in Review

Tradition Wealth Management sold out of Western Midstream Partners (WES) in Q1 2024, closing a stake of 1,750 shares — an estimated $51K sold.

Tradition Wealth Management first reported a position in WES in Q3 2023 and held it in 2 quarters. The position peaked at $51K in Q4 2023. 217 funds tracked by Wall St. Rank hold WES as of Q1 2024.

  • Tradition Wealth Management reported no remaining Western Midstream Partners position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,750 Western Midstream Partners shares in Q1 2024, an estimated $51K.
  • Tradition Wealth Management first reported a position in Western Midstream Partners in Q3 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Western Midstream Partners position peaked at $51K in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.