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Avior Wealth Management’s Antero Midstream AM Stock Holding History

Avior 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
2020
Q1 		– Sell
-6,154
Closed -$46K – 760
2019
Q4 		$46K Sell
6,154
-10,392
-63% -$65.7K 0.01% 468
2019
Q3 		$122K Buy
+16,546
New +$143K 0.02% 397
2019
Q1 		– Sell
-2,301
Closed -$25K – 643
2018
Q4 		$25K Hold
2,301
– – 0.01% 508
2018
Q3 		$39K Hold
2,301
– – 0.01% 497
2018
Q2 		$43K Hold
2,301
– – 0.01% 494
2018
Q1 		$37K Hold
2,301
– – 0.01% 507
2017
Q4 		$45K Buy
2,301
+2,156
+1,487% +$40.1K 0.01% 490
2017
Q3 		$3K Buy
+145
New +$2.9K ﹤0.01% 414

Other funds holding AM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Avior Wealth Management's AM Position: Q1 2020 in Review

Avior Wealth Management sold out of Antero Midstream (AM) in Q1 2020, closing a stake of 6,154 shares — an estimated $46K sold.

Avior Wealth Management first reported a position in AM in Q3 2017 and held it in 8 quarters. The position peaked at $122K in Q3 2019. 227 funds tracked by Wall St. Rank hold AM as of Q1 2020.

  • Avior Wealth Management reported no remaining Antero Midstream position as of Q1 2020 after selling out during the quarter.
  • Avior Wealth Management sold 6,154 Antero Midstream shares in Q1 2020, an estimated $46K.
  • Avior Wealth Management first reported a position in Antero Midstream in Q3 2017 and held it in 8 quarters.
  • Avior Wealth Management's Antero Midstream position peaked at $122K in Q3 2019.
  • 227 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2020.

Based on Avior Wealth Management's 13F filing for Q1 2020, filed 1 Apr 2020.