Blue Trust Inc’s Antero Midstream AM Stock Holding History

Blue Trust Inc’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
2026 Q1	$45.6K	Sell	1,999 -535	-21%	-$11.1K	﹤0.01%	1365
2025 Q4	$45.1K	Sell	2,534 -514	-17%	-$9.26K	﹤0.01%	1403
2025 Q3	$59.3K	Buy	3,048 +85	+3%	+$1.54K	﹤0.01%	1331
2025 Q2	$56.1K	Sell	2,963 -335	-10%	-$5.99K	﹤0.01%	1398
2025 Q1	$59.4K	Buy	+3,298	New	+$54.6K	﹤0.01%	1246
2024 Q4	–	Sell	-3,100	Closed	-$45.7K	–	2446
2024 Q3	$45.7K	Buy	3,100 +1,857	+149%	+$27.1K	﹤0.01%	1610
2024 Q2	$17.5K	Buy	+1,243	New	+$17.8K	﹤0.01%	1719
2024 Q1	–	Sell	-884	Closed	-$11K	–	2173
2023 Q4	$11K	Buy	+884	New	+$11.1K	﹤0.01%	1532
2023 Q3	–	Sell	-76	Closed	-$1K	–	2013
2023 Q2	$1K	Buy	+76	New	+$808	﹤0.01%	1788
2023 Q1	–	Sell	-96	Closed	-$1K	–	2280
2022 Q4	$1K	Buy	96 +57	+146%	+$605	﹤0.01%	2002
2022 Q3	$0	Buy	+39	New	+$384	﹤0.01%	2068

Other funds holding AM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return