Alterna Wealth Management’s Antero Midstream AM Stock Holding History

Alterna 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
2023 Q3	–	Sell	-21,804	Closed	-$253K	–	73
2023 Q2	$253K	Buy	+21,804	New	+$232K	0.29%	74

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alterna Wealth Management's AM Position: Q3 2023 in Review

Alterna Wealth Management sold out of Antero Midstream (AM) in Q3 2023, closing a stake of 21,804 shares — an estimated $253K sold.

Alterna Wealth Management first reported a position in AM in Q2 2023 and held it in 1 quarter. The position peaked at $253K in Q2 2023. 369 funds tracked by Wall St. Rank hold AM as of Q3 2023.

Alterna Wealth Management reported no remaining Antero Midstream position as of Q3 2023 after selling out during the quarter.
Alterna Wealth Management sold 21,804 Antero Midstream shares in Q3 2023, an estimated $253K.
Alterna Wealth Management first reported a position in Antero Midstream in Q2 2023 and held it in 1 quarter.
Alterna Wealth Management's Antero Midstream position peaked at $253K in Q2 2023.
369 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.