Curi Wealth Management’s Antero Midstream AM Stock Holding History

Curi 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 Q3	–	Sell	-500	Closed	-$5K	–	201
2022 Q2	$5K	Buy	+500	New	+$5.2K	﹤0.01%	442

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Curi Wealth Management's AM Position: Q3 2022 in Review

Curi Wealth Management sold out of Antero Midstream (AM) in Q3 2022, closing a stake of 500 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in AM in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 314 funds tracked by Wall St. Rank hold AM as of Q3 2022.

Curi Wealth Management reported no remaining Antero Midstream position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 500 Antero Midstream shares in Q3 2022, an estimated $5K.
Curi Wealth Management first reported a position in Antero Midstream in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Antero Midstream position peaked at $5K in Q2 2022.
314 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.