Center for Financial Planning’s Antero Resources AR Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-115	Closed	-$2.92K	–	528
2023 Q3	$2.92K	Hold	115	–	–	﹤0.01%	440
2023 Q2	$2.65K	Hold	115	–	–	﹤0.01%	483
2023 Q1	$2.66K	Hold	115	–	–	﹤0.01%	439
2022 Q4	$3.56K	Hold	115	–	–	﹤0.01%	431
2022 Q3	$4K	Buy	+115	New	+$4.25K	﹤0.01%	439

Other funds holding AR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's AR Position: Q4 2023 in Review

Center for Financial Planning sold out of Antero Resources (AR) in Q4 2023, closing a stake of 115 shares — an estimated $2.92K sold.

Center for Financial Planning first reported a position in AR in Q3 2022 and held it in 5 quarters. The position peaked at $4K in Q3 2022. 384 funds tracked by Wall St. Rank hold AR as of Q4 2023.

Center for Financial Planning reported no remaining Antero Resources position as of Q4 2023 after selling out during the quarter.
Center for Financial Planning sold 115 Antero Resources shares in Q4 2023, an estimated $2.92K.
Center for Financial Planning first reported a position in Antero Resources in Q3 2022 and held it in 5 quarters.
Center for Financial Planning's Antero Resources position peaked at $4K in Q3 2022.
384 funds tracked by Wall St. Rank held Antero Resources as of Q4 2023.

Based on Center for Financial Planning's 13F filing for Q4 2023, filed 29 Jan 2024.