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

Triad 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
2024
Q3 		– Sell
-1,955
Closed -$77.7K – 938
2024
Q2 		$77.7K Buy
+1,955
New +$71.9K 0.04% 174

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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 $2.79B AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Triad Wealth Partners's WES Position: Q3 2024 in Review

Triad Wealth Partners sold out of Western Midstream Partners (WES) in Q3 2024, closing a stake of 1,955 shares — an estimated $77.7K sold.

Triad Wealth Partners first reported a position in WES in Q2 2024 and held it in 1 quarter. The position peaked at $77.7K in Q2 2024. 272 funds tracked by Wall St. Rank hold WES as of Q3 2024.

  • Triad Wealth Partners reported no remaining Western Midstream Partners position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,955 Western Midstream Partners shares in Q3 2024, an estimated $77.7K.
  • Triad Wealth Partners first reported a position in Western Midstream Partners in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Western Midstream Partners position peaked at $77.7K in Q2 2024.
  • 272 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.