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BerganKDV Wealth Management’s Antero Resources AR Stock Holding History

BerganKDV 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
2023
Q1 		– Sell
-678
Closed -$21K – 1063
2022
Q4 		$21K Buy
678
+8
+1% +$276 ﹤0.01% 485
2022
Q3 		$20K Hold
670
– – ﹤0.01% 488
2022
Q2 		$21K Hold
670
– – ﹤0.01% 490
2022
Q1 		$20K Hold
670
– – ﹤0.01% 510
2021
Q4 		$12K Buy
+670
New +$12.7K ﹤0.01% 632

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
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

BerganKDV Wealth Management's AR Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Antero Resources (AR) in Q1 2023, closing a stake of 678 shares — an estimated $21K sold.

BerganKDV Wealth Management first reported a position in AR in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2022. 372 funds tracked by Wall St. Rank hold AR as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining Antero Resources position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 678 Antero Resources shares in Q1 2023, an estimated $21K.
  • BerganKDV Wealth Management first reported a position in Antero Resources in Q4 2021 and held it in 5 quarters.
  • BerganKDV Wealth Management's Antero Resources position peaked at $21K in Q4 2022.
  • 372 funds tracked by Wall St. Rank held Antero Resources as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.