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Bullock Wealth Management’s Antero Midstream AM Stock Holding History

Bullock Wealth 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
2024
Q2 		– Sell
-1,038
Closed -$14.7K – 570
2024
Q1 		$14.7K Buy
+1,038
New +$13.3K 0.01% 328

Other funds holding AM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Bullock Wealth Management's AM Position: Q2 2024 in Review

Bullock Wealth Management sold out of Antero Midstream (AM) in Q2 2024, closing a stake of 1,038 shares — an estimated $14.7K sold.

Bullock Wealth Management first reported a position in AM in Q1 2024 and held it in 1 quarter. The position peaked at $14.7K in Q1 2024. 415 funds tracked by Wall St. Rank hold AM as of Q2 2024.

  • Bullock Wealth Management reported no remaining Antero Midstream position as of Q2 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 1,038 Antero Midstream shares in Q2 2024, an estimated $14.7K.
  • Bullock Wealth Management first reported a position in Antero Midstream in Q1 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Antero Midstream position peaked at $14.7K in Q1 2024.
  • 415 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2024.

Based on Bullock Wealth Management's 13F filing for Q2 2024, filed 24 Sep 2026.