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Wealth Alliance’s Western Midstream Partners WES Stock Holding History

Wealth Alliance’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
Q4 		– Sell
-5,603
Closed -$214K – 547
2024
Q3 		$214K Sell
5,603
-1,580
-22% -$62.3K 0.03% 490
2024
Q2 		$285K Sell
7,183
-1,878
-21% -$69.1K 0.04% 395
2024
Q1 		$322K Sell
9,061
-3,787
-29% -$118K 0.04% 381
2023
Q4 		$376K Buy
12,848
+458
+4% +$12.8K 0.05% 319
2023
Q3 		$337K Sell
12,390
-2,287
-16% -$62.1K 0.05% 322
2023
Q2 		$389K Buy
14,677
+315
+2% +$8.29K 0.06% 308
2023
Q1 		$379K Buy
14,362
+2,482
+21% +$66.7K 0.06% 297
2022
Q4 		$319K Sell
11,880
-6,053
-34% -$163K 0.06% 328
2022
Q3 		$451K Buy
17,933
+7,156
+66% +$191K 0.09% 233
2022
Q2 		$262K Sell
10,777
-4,593
-30% -$118K 0.05% 358
2022
Q1 		$388K Buy
15,370
+6,208
+68% +$153K 0.08% 276
2021
Q4 		$204K Buy
+9,162
New +$196K 0.04% 427

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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 $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Alliance's WES Position: Q4 2024 in Review

Wealth Alliance sold out of Western Midstream Partners (WES) in Q4 2024, closing a stake of 5,603 shares — an estimated $214K sold.

Wealth Alliance first reported a position in WES in Q4 2021 and held it in 12 quarters. The position peaked at $451K in Q3 2022. 274 funds tracked by Wall St. Rank hold WES as of Q4 2024.

  • Wealth Alliance reported no remaining Western Midstream Partners position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 5,603 Western Midstream Partners shares in Q4 2024, an estimated $214K.
  • Wealth Alliance first reported a position in Western Midstream Partners in Q4 2021 and held it in 12 quarters.
  • Wealth Alliance's Western Midstream Partners position peaked at $451K in Q3 2022.
  • 274 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.