Abacus Wealth Partners’s Antero Midstream AM Stock Holding History

Abacus Wealth Partners’s Portfolio AM Stock Details AM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,500	Closed	-$146K	–	89
2022 Q4	$146K	Hold	13,500	–	–	0.05%	80
2022 Q3	$124K	Hold	13,500	–	–	0.07%	73
2022 Q2	$122K	Hold	13,500	–	–	0.06%	78
2022 Q1	$147K	Hold	13,500	–	–	0.07%	85
2021 Q4	$131K	Buy	+13,500	New	+$140K	0.05%	119

Other funds holding AM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abacus Wealth Partners's AM Position: Q1 2023 in Review

Abacus Wealth Partners sold out of Antero Midstream (AM) in Q1 2023, closing a stake of 13,500 shares — an estimated $146K sold.

Abacus Wealth Partners first reported a position in AM in Q4 2021 and held it in 5 quarters. The position peaked at $147K in Q1 2022. 348 funds tracked by Wall St. Rank hold AM as of Q1 2023.

Abacus Wealth Partners reported no remaining Antero Midstream position as of Q1 2023 after selling out during the quarter.
Abacus Wealth Partners sold 13,500 Antero Midstream shares in Q1 2023, an estimated $146K.
Abacus Wealth Partners first reported a position in Antero Midstream in Q4 2021 and held it in 5 quarters.
Abacus Wealth Partners's Antero Midstream position peaked at $147K in Q1 2022.
348 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2023.

Based on Abacus Wealth Partners's 13F filing for Q1 2023, filed 19 May 2023.