Atria Investments’s Antero Midstream AM Stock Holding History

Atria Investments’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
2024 Q4	–	Sell	-22,414	Closed	-$337K	–	1849
2024 Q3	$337K	Buy	+22,414	New	+$327K	﹤0.01%	1557

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

Atria Investments's AM Position: Q4 2024 in Review

Atria Investments sold out of Antero Midstream (AM) in Q4 2024, closing a stake of 22,414 shares — an estimated $337K sold.

Atria Investments first reported a position in AM in Q3 2024 and held it in 1 quarter. The position peaked at $337K in Q3 2024. 433 funds tracked by Wall St. Rank hold AM as of Q4 2024.

Atria Investments reported no remaining Antero Midstream position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 22,414 Antero Midstream shares in Q4 2024, an estimated $337K.
Atria Investments first reported a position in Antero Midstream in Q3 2024 and held it in 1 quarter.
Atria Investments's Antero Midstream position peaked at $337K in Q3 2024.
433 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.