Vident Investment Advisory’s Western Midstream Partners WES Stock Holding History

Vident Investment Advisory’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
2022 Q4	–	Sell	-181,460	Closed	-$4.57M	–	1349
2022 Q3	$4.57M	Buy	181,460 +2,807	+2%	+$75K	0.15%	177
2022 Q2	$4.34M	Buy	178,653 +10,403	+6%	+$266K	0.13%	188
2022 Q1	$4.24M	Buy	168,250 +11,748	+8%	+$290K	0.11%	212
2021 Q4	$3.48M	Buy	156,502 +13,403	+9%	+$287K	0.09%	256
2021 Q3	$3M	Sell	143,099 -64,658	-31%	-$1.29M	0.09%	235
2021 Q2	$4.45M	Buy	207,757 +58,098	+39%	+$1.2M	0.14%	147
2021 Q1	$2.78M	Buy	149,659 +1,944	+1%	+$33.1K	0.09%	229
2020 Q4	$2.04M	Sell	147,715 -850	-0.6%	-$9.76K	0.08%	271
2020 Q3	$1.19M	Buy	148,565 +15,123	+11%	+$136K	0.06%	438
2020 Q2	$1.34M	Buy	133,442 +25,642	+24%	+$212K	0.07%	375
2020 Q1	$349K	Buy	+107,800	New	+$1.48M	0.02%	653

Other funds holding WES

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Vident Investment Advisory's WES Position: Q4 2022 in Review

Vident Investment Advisory sold out of Western Midstream Partners (WES) in Q4 2022, closing a stake of 181,460 shares — an estimated $4.57M sold.

Vident Investment Advisory first reported a position in WES in Q1 2020 and held it in 11 quarters. The position peaked at $4.57M in Q3 2022. 201 funds tracked by Wall St. Rank hold WES as of Q4 2022.

Vident Investment Advisory reported no remaining Western Midstream Partners position as of Q4 2022 after selling out during the quarter.
Vident Investment Advisory sold 181,460 Western Midstream Partners shares in Q4 2022, an estimated $4.57M.
Vident Investment Advisory first reported a position in Western Midstream Partners in Q1 2020 and held it in 11 quarters.
Vident Investment Advisory's Western Midstream Partners position peaked at $4.57M in Q3 2022.
201 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2022.

Based on Vident Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.