Avalon Investment & Advisory’s Antero Resources AR Stock Holding History

Avalon Investment & Advisory’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 Q1	$345K	Buy	14,961 +2,403	+19%	+$63.3K	0.01%	275
2022 Q4	$389K	Buy	+12,558	New	+$434K	0.01%	270
2016 Q4	–	Sell	-24,518	Closed	-$661K	–	332
2016 Q3	$661K	Buy	24,518 +8,147	+50%	+$217K	0.02%	243
2016 Q2	$425K	Buy	+16,371	New	+$446K	0.02%	242

Other funds holding AR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

YEPV

Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return

Avalon Investment & Advisory's AR Position: Q1 2023 in Review

Avalon Investment & Advisory increased its Antero Resources (AR) stake by 19% in Q1 2023, buying an estimated $63.3K and bringing the position to 14,961 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #275.

Avalon Investment & Advisory first reported a position in AR in Q2 2016 and has held it in 4 quarters since. The position peaked at $661K in Q3 2016. 372 funds tracked by Wall St. Rank hold AR as of Q1 2023.

Avalon Investment & Advisory held 14,961 shares of Antero Resources worth $345K as of Q1 2023.
Avalon Investment & Advisory bought 2,403 Antero Resources shares in Q1 2023, an estimated $63.3K.
Antero Resources made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #275 holding.
Avalon Investment & Advisory first reported a position in Antero Resources in Q2 2016 and has held it in 4 quarters since.
Avalon Investment & Advisory's Antero Resources position peaked at $661K in Q3 2016.
372 funds tracked by Wall St. Rank held Antero Resources as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.