Williams Jones Wealth Management’s Western Midstream Partners WES Stock Holding History

Williams Jones 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
2024 Q4	–	Sell	-8,000	Closed	-$306K	–	545
2024 Q3	$306K	Buy	+8,000	New	+$315K	﹤0.01%	428
2019 Q4	–	Sell	-22,028	Closed	-$548K	–	463
2019 Q3	$548K	Buy	+22,028	New	+$586K	0.01%	257

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

KACA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Williams Jones Wealth Management's WES Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Western Midstream Partners (WES) in Q4 2024, closing a stake of 8,000 shares — an estimated $306K sold.

Williams Jones Wealth Management first reported a position in WES in Q3 2019 and held it in 2 quarters. The position peaked at $548K in Q3 2019. 273 funds tracked by Wall St. Rank hold WES as of Q4 2024.

Williams Jones Wealth Management reported no remaining Western Midstream Partners position as of Q4 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 8,000 Western Midstream Partners shares in Q4 2024, an estimated $306K.
Williams Jones Wealth Management first reported a position in Western Midstream Partners in Q3 2019 and held it in 2 quarters.
Williams Jones Wealth Management's Western Midstream Partners position peaked at $548K in Q3 2019.
273 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.