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Donoghue Forlines’s Antero Midstream AM Stock Holding History

Donoghue Forlines’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
2024
Q4 		– Sell
-184,401
Closed -$2.78M – 109
2024
Q3 		$2.78M Buy
184,401
+3,742
+2% +$54.5K 0.79% 23
2024
Q2 		$2.66M Sell
180,659
-17,818
-9% -$256K 0.76% 20
2024
Q1 		$2.79M Buy
198,477
+167,046
+531% +$2.14M 0.79% 19
2023
Q4 		$394K Buy
31,431
+1,486
+5% +$18.7K 0.12% 178
2023
Q3 		$359K Buy
29,945
+1,683
+6% +$19.9K 0.13% 182
2023
Q2 		$328K Buy
+28,262
New +$300K 0.1% 214
2023
Q1 		– Sell
-47,013
Closed -$507K – 218
2022
Q4 		$507K Buy
47,013
+21,234
+82% +$225K 0.18% 156
2022
Q3 		$237K Sell
25,779
-86,399
-77% -$851K 0.09% 200
2022
Q2 		$1.01M Sell
112,178
-69,498
-38% -$723K 0.27% 88
2022
Q1 		$1.98M Buy
181,676
+121,813
+203% +$1.24M 0.43% 44
2021
Q4 		$579K Buy
+59,863
New +$621K 0.1% 223
2021
Q2 		– Sell
-130,761
Closed -$1.18M – 200
2021
Q1 		$1.18M Buy
+130,761
New +$1.13M 0.23% 124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donoghue Forlines's AM Position: Q4 2024 in Review

Donoghue Forlines sold out of Antero Midstream (AM) in Q4 2024, closing a stake of 184,401 shares — an estimated $2.78M sold.

Donoghue Forlines first reported a position in AM in Q1 2021 and held it in 12 quarters. The position peaked at $2.79M in Q1 2024. 433 funds tracked by Wall St. Rank hold AM as of Q4 2024.

  • Donoghue Forlines reported no remaining Antero Midstream position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 184,401 Antero Midstream shares in Q4 2024, an estimated $2.78M.
  • Donoghue Forlines first reported a position in Antero Midstream in Q1 2021 and held it in 12 quarters.
  • Donoghue Forlines's Antero Midstream position peaked at $2.79M in Q1 2024.
  • 433 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.