Castle Wealth Management’s Antero Midstream AM Stock Holding History

Castle 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
2022 Q4	–	Sell	-3,000	Closed	-$28K	–	124
2022 Q3	$28K	Buy	+3,000	New	+$29.6K	0.02%	284

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Castle Wealth Management's AM Position: Q4 2022 in Review

Castle Wealth Management sold out of Antero Midstream (AM) in Q4 2022, closing a stake of 3,000 shares — an estimated $28K sold.

Castle Wealth Management first reported a position in AM in Q3 2022 and held it in 1 quarter. The position peaked at $28K in Q3 2022. 335 funds tracked by Wall St. Rank hold AM as of Q4 2022.

Castle Wealth Management reported no remaining Antero Midstream position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 3,000 Antero Midstream shares in Q4 2022, an estimated $28K.
Castle Wealth Management first reported a position in Antero Midstream in Q3 2022 and held it in 1 quarter.
Castle Wealth Management's Antero Midstream position peaked at $28K in Q3 2022.
335 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.