AWM
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Abound Wealth Management’s Antero Resources AR Stock Holding History

Abound Wealth Management’s Portfolio AR Stock Details AR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-539
Closed -$13.7K – 1352
2023
Q3 		$13.7K Hold
539
– – 0.01% 284
2023
Q2 		$12.4K Sell
539
-10
-2% -$222 0.01% 304
2023
Q1 		$12.7K Hold
549
– – 0.01% 260
2022
Q4 		$17K Hold
549
– – 0.01% 203
2022
Q3 		$16.8K Buy
+549
New +$20.3K 0.01% 213

Other funds holding AR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's AR Position: Q4 2023 in Review

Abound Wealth Management sold out of Antero Resources (AR) in Q4 2023, closing a stake of 539 shares — an estimated $13.7K sold.

Abound Wealth Management first reported a position in AR in Q3 2022 and held it in 5 quarters. The position peaked at $17K in Q4 2022. 384 funds tracked by Wall St. Rank hold AR as of Q4 2023.

  • Abound Wealth Management reported no remaining Antero Resources position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 539 Antero Resources shares in Q4 2023, an estimated $13.7K.
  • Abound Wealth Management first reported a position in Antero Resources in Q3 2022 and held it in 5 quarters.
  • Abound Wealth Management's Antero Resources position peaked at $17K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Antero Resources as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.