UMB Bank’s Western Midstream Partners WES Stock Holding History

UMB Bank’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	-2,513	Closed	-$73.5K	–	2195
2023 Q4	$73.5K	Buy	+2,513	New	+$70.2K	﹤0.01%	765
2023 Q2	–	Sell	-500	Closed	-$13.2K	–	1750
2023 Q1	$13.2K	Hold	500	–	–	﹤0.01%	1217
2022 Q4	$13K	Sell	500 -1,785	-78%	-$48.1K	﹤0.01%	1229
2022 Q3	$58K	Hold	2,285	–	–	﹤0.01%	840
2022 Q2	$55K	Hold	2,285	–	–	﹤0.01%	895
2022 Q1	$58K	Sell	2,285 -1,958	-46%	-$48.3K	﹤0.01%	933
2021 Q4	$95K	Buy	+4,243	New	+$90.7K	﹤0.01%	813

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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 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

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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UMB Bank's WES Position: Q1 2024 in Review

UMB Bank sold out of Western Midstream Partners (WES) in Q1 2024, closing a stake of 2,513 shares — an estimated $73.5K sold.

UMB Bank first reported a position in WES in Q4 2021 and held it in 7 quarters. The position peaked at $95K in Q4 2021. 217 funds tracked by Wall St. Rank hold WES as of Q1 2024.

UMB Bank reported no remaining Western Midstream Partners position as of Q1 2024 after selling out during the quarter.
UMB Bank sold 2,513 Western Midstream Partners shares in Q1 2024, an estimated $73.5K.
UMB Bank first reported a position in Western Midstream Partners in Q4 2021 and held it in 7 quarters.
UMB Bank's Western Midstream Partners position peaked at $95K in Q4 2021.
217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.