AWM
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Align Wealth Management’s Antero Midstream AM Stock Holding History

Align Wealth Management’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
2022
Q4 		$9.18K Buy
+1,000
New +$10.6K 0.01% 143

Other funds holding AM

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Align Wealth Management's AM Position: Q4 2022 in Review

Align Wealth Management opened a new position in Antero Midstream (AM) in Q4 2022: 1,000 shares worth $9.18K. The stake represents 0.01% of the portfolio and ranks #143 among its holdings.

334 funds tracked by Wall St. Rank hold AM as of Q4 2022.

  • Align Wealth Management held 1,000 shares of Antero Midstream worth $9.18K as of Q4 2022.
  • Antero Midstream was a new Align Wealth Management position in Q4 2022.
  • Antero Midstream made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #143 holding.
  • 334 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.