Edge Capital Group’s Antero Midstream AM Stock Holding History

Edge Capital Group’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	$198K	Hold	13,096	–	–	0.01%	312
2024 Q3	$197K	Hold	13,096	–	–	0.01%	314
2024 Q2	$193K	Hold	13,096	–	–	0.01%	310
2024 Q1	$184K	Hold	13,096	–	–	0.01%	313
2023 Q4	$164K	Hold	13,096	–	–	0.01%	297
2023 Q3	$157K	Hold	13,096	–	–	0.01%	280
2023 Q2	$152K	Sell	13,096 -9,624	-42%	-$102K	0.01%	308
2023 Q1	$238K	Buy	22,720 +5,093	+29%	+$54.2K	0.01%	279
2022 Q4	$190K	Sell	17,627 -8,333	-32%	-$88.4K	0.01%	291
2022 Q3	$238K	Hold	25,960	–	–	0.02%	254
2022 Q2	$235K	Buy	25,960 +960	+4%	+$9.99K	0.02%	255
2022 Q1	$272K	Hold	25,000	–	–	0.02%	260
2021 Q4	$242K	Hold	25,000	–	–	0.02%	250
2021 Q3	$261K	Hold	25,000	–	–	0.02%	234
2021 Q2	$260K	Hold	25,000	–	–	0.02%	233
2021 Q1	$226K	Hold	25,000	–	–	0.02%	257
2020 Q4	$193K	Sell	25,000 -3,092	-11%	-$21K	0.02%	261
2020 Q3	$151K	Hold	28,092	–	–	0.02%	237
2020 Q2	$143K	Hold	28,092	–	–	0.02%	214
2020 Q1	$59K	Buy	+28,092	New	+$134K	0.01%	211

Other funds holding AM

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

Edge Capital Group's AM Position: Q4 2024 in Review

Edge Capital Group held its Antero Midstream (AM) position steady in Q4 2024 at 13,096 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #312.

Edge Capital Group first reported a position in AM in Q1 2020 and has held it in 20 quarters since. The position peaked at $272K in Q1 2022. 433 funds tracked by Wall St. Rank hold AM as of Q4 2024.

Edge Capital Group held 13,096 shares of Antero Midstream worth $198K as of Q4 2024.
Edge Capital Group left its Antero Midstream share count unchanged in Q4 2024.
Antero Midstream made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #312 holding.
Edge Capital Group first reported a position in Antero Midstream in Q1 2020 and has held it in 20 quarters since.
Edge Capital Group's Antero Midstream position peaked at $272K in Q1 2022.
433 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.