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Disciplined Investments’s Antero Midstream AM Stock Holding History

Disciplined Investments’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
-107
Closed -$1.24K – 171
2023
Q2 		$1.24K Sell
107
-6
-5% -$64 ﹤0.01% 869
2023
Q1 		$1.19K Buy
113
+2
+2% +$21 ﹤0.01% 886
2022
Q4 		$1.2K Sell
111
-15
-12% -$159 ﹤0.01% 825
2022
Q3 		$1K Buy
126
+1
+0.8% +$10 ﹤0.01% 771
2022
Q2 		$1K Buy
125
+31
+33% +$323 ﹤0.01% 794
2022
Q1 		$1K Buy
+94
New +$954 ﹤0.01% 850

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's AM Position: Q3 2023 in Review

Disciplined Investments sold out of Antero Midstream (AM) in Q3 2023, closing a stake of 107 shares — an estimated $1.24K sold.

Disciplined Investments first reported a position in AM in Q1 2022 and held it in 6 quarters. The position peaked at $1.24K in Q2 2023. 369 funds tracked by Wall St. Rank hold AM as of Q3 2023.

  • Disciplined Investments reported no remaining Antero Midstream position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 107 Antero Midstream shares in Q3 2023, an estimated $1.24K.
  • Disciplined Investments first reported a position in Antero Midstream in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Antero Midstream position peaked at $1.24K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.