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Trek Financial’s Western Midstream Partners WES Stock Holding History

Trek Financial’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
-8,708
Closed -$237K – 360
2023
Q3 		$237K Sell
8,708
-521
-6% -$14.1K 0.02% 248
2023
Q2 		$245K Sell
9,229
-2,224
-19% -$58.5K 0.02% 226
2023
Q1 		$302K Buy
11,453
+3,991
+53% +$107K 0.03% 202
2022
Q4 		$200K Buy
+7,462
New +$201K 0.02% 224
2022
Q3 		– Sell
-10,318
Closed -$251K – 242
2022
Q2 		$251K Buy
10,318
+1,775
+21% +$45.4K 0.03% 183
2022
Q1 		$215K Buy
+8,543
New +$211K 0.02% 211

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 $24.2B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return