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Wescott Financial Advisory Group’s Western Midstream Partners WES Stock Holding History

Wescott Financial Advisory Group’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
2021
Q1 		– Sell
-13,459
Closed -$186K – 68
2020
Q4 		$186K Buy
+13,459
New +$155K 0.13% 55

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Neuberger Berman Group
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CCM
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CS
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JP Morgan Chase
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Goldman Sachs
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Wescott Financial Advisory Group's WES Position: Q1 2021 in Review

Wescott Financial Advisory Group sold out of Western Midstream Partners (WES) in Q1 2021, closing a stake of 13,459 shares — an estimated $186K sold.

Wescott Financial Advisory Group first reported a position in WES in Q4 2020 and held it in 1 quarter. The position peaked at $186K in Q4 2020. 178 funds tracked by Wall St. Rank hold WES as of Q1 2021.

  • Wescott Financial Advisory Group reported no remaining Western Midstream Partners position as of Q1 2021 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 13,459 Western Midstream Partners shares in Q1 2021, an estimated $186K.
  • Wescott Financial Advisory Group first reported a position in Western Midstream Partners in Q4 2020 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Western Midstream Partners position peaked at $186K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2021.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2021, filed 25 Jun 2021.