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Carolina Wealth Advisors’s Antero Resources AR Stock Holding History

Carolina Wealth Advisors’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
Q2 		– Sell
-157
Closed -$3.63K – 262
2023
Q1 		$3.63K Sell
157
-13,967
-99% -$368K ﹤0.01% 196
2022
Q4 		$438K Buy
14,124
+1,604
+13% +$55.4K 0.28% 43
2022
Q3 		$382K Buy
12,520
+1,242
+11% +$45.9K 0.3% 39
2022
Q2 		$346K Sell
11,278
-4,624
-29% -$169K 0.23% 43
2022
Q1 		$485K Buy
15,902
+1,008
+7% +$22.6K 0.31% 38
2021
Q4 		$261K Buy
14,894
+3,137
+27% +$59.4K 0.15% 55
2021
Q3 		$221K Sell
11,757
-3,313
-22% -$48.4K 0.15% 50
2021
Q2 		$227K Buy
15,070
+3,287
+28% +$38.6K 0.15% 49
2021
Q1 		$120K Buy
+11,783
New +$99.8K 0.09% 63

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Carolina Wealth Advisors's AR Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of Antero Resources (AR) in Q2 2023, closing a stake of 157 shares — an estimated $3.63K sold.

Carolina Wealth Advisors first reported a position in AR in Q1 2021 and held it in 9 quarters. The position peaked at $485K in Q1 2022. 359 funds tracked by Wall St. Rank hold AR as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining Antero Resources position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 157 Antero Resources shares in Q2 2023, an estimated $3.63K.
  • Carolina Wealth Advisors first reported a position in Antero Resources in Q1 2021 and held it in 9 quarters.
  • Carolina Wealth Advisors's Antero Resources position peaked at $485K in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Antero Resources as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.