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Belpointe Asset Management’s Antero Midstream AM Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-2,646
Closed -$27.8K – 705
2023
Q1 		$27.8K Buy
2,646
+1,886
+248% +$20.1K ﹤0.01% 2108
2022
Q4 		$8.2K Buy
+760
New +$8.06K ﹤0.01% 2713

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's AM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Antero Midstream (AM) in Q2 2023, closing a stake of 2,646 shares — an estimated $27.8K sold.

Belpointe Asset Management first reported a position in AM in Q4 2022 and held it in 2 quarters. The position peaked at $27.8K in Q1 2023. 350 funds tracked by Wall St. Rank hold AM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Antero Midstream position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,646 Antero Midstream shares in Q2 2023, an estimated $27.8K.
  • Belpointe Asset Management first reported a position in Antero Midstream in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Antero Midstream position peaked at $27.8K in Q1 2023.
  • 350 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.