Capital Analysts LLC’s Antero Midstream AM Stock Holding History

Capital Analysts LLC’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 Q3	–	Sell	-917	Closed	-$10K	–	1164
2023 Q2	$10K	Buy	+917	New	+$9.75K	﹤0.01%	814

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Analysts LLC's AM Position: Q3 2023 in Review

Capital Analysts LLC sold out of Antero Midstream (AM) in Q3 2023, closing a stake of 917 shares — an estimated $10K sold.

Capital Analysts LLC first reported a position in AM in Q2 2023 and held it in 1 quarter. The position peaked at $10K in Q2 2023. 369 funds tracked by Wall St. Rank hold AM as of Q3 2023.

Capital Analysts LLC reported no remaining Antero Midstream position as of Q3 2023 after selling out during the quarter.
Capital Analysts LLC sold 917 Antero Midstream shares in Q3 2023, an estimated $10K.
Capital Analysts LLC first reported a position in Antero Midstream in Q2 2023 and held it in 1 quarter.
Capital Analysts LLC's Antero Midstream position peaked at $10K in Q2 2023.
369 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2023.

Based on Capital Analysts LLC's 13F filing for Q3 2023, filed 13 Nov 2023.