AWM
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Axxcess Wealth Management’s Antero Resources AR Stock Holding History

Axxcess Wealth Management’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
2024
Q1 		– Sell
-16,100
Closed -$365K – 873
2023
Q4 		$365K Buy
+16,100
New +$408K 0.01% 589

Other funds holding AR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Axxcess Wealth Management's AR Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Antero Resources (AR) in Q1 2024, closing a stake of 16,100 shares — an estimated $365K sold.

Axxcess Wealth Management first reported a position in AR in Q4 2023 and held it in 1 quarter. The position peaked at $365K in Q4 2023. 390 funds tracked by Wall St. Rank hold AR as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Antero Resources position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 16,100 Antero Resources shares in Q1 2024, an estimated $365K.
  • Axxcess Wealth Management first reported a position in Antero Resources in Q4 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Antero Resources position peaked at $365K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Antero Resources as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.