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

Venturi 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
2025
Q1 		– Sell
-2,934
Closed -$113K – 1838
2024
Q4 		$113K Buy
+2,934
New +$113K 0.01% 721
2019
Q3 		– Sell
-7,625
Closed -$235K – 252
2019
Q2 		$235K Hold
7,625
– – 0.03% 230
2019
Q1 		$242K Buy
+7,625
New +$242K 0.03% 228

Other funds holding WES

AA
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Invesco
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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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return