Baldwin Wealth Partners’s Antero Midstream AM Stock Holding History

Baldwin Wealth Partners’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	-3,244	Closed	-$48.8K	–	266
2024 Q3	$48.8K	Buy	+3,244	New	+$47.3K	﹤0.01%	556
2019 Q3	–	Sell	-23,401	Closed	-$268K	–	520
2019 Q2	$268K	Hold	23,401	–	–	0.04%	177
2019 Q1	$322K	Buy	+23,401	New	+$306K	0.05%	166

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

Baldwin Wealth Partners's AM Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Antero Midstream (AM) in Q4 2024, closing a stake of 3,244 shares — an estimated $48.8K sold.

Baldwin Wealth Partners first reported a position in AM in Q1 2019 and held it in 3 quarters. The position peaked at $322K in Q1 2019. 433 funds tracked by Wall St. Rank hold AM as of Q4 2024.

Baldwin Wealth Partners reported no remaining Antero Midstream position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 3,244 Antero Midstream shares in Q4 2024, an estimated $48.8K.
Baldwin Wealth Partners first reported a position in Antero Midstream in Q1 2019 and held it in 3 quarters.
Baldwin Wealth Partners's Antero Midstream position peaked at $322K in Q1 2019.
433 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.