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Ellevest Inc’s Antero Midstream AM Stock Holding History

Ellevest Inc’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
2021
Q2 		– Sell
-411
Closed -$4K – 1258
2021
Q1 		$4K Hold
411
– – ﹤0.01% 928
2020
Q4 		$3K Hold
411
– – ﹤0.01% 893
2020
Q3 		$2K Hold
411
– – ﹤0.01% 877
2020
Q2 		$2K Sell
411
-632
-61% -$2.8K ﹤0.01% 862
2020
Q1 		$2K Buy
1,043
+433
+71% +$2.07K ﹤0.01% 741
2019
Q4 		$5K Buy
+610
New +$3.86K ﹤0.01% 589

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BlackRock
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Ellevest Inc's AM Position: Q2 2021 in Review

Ellevest Inc sold out of Antero Midstream (AM) in Q2 2021, closing a stake of 411 shares — an estimated $4K sold.

Ellevest Inc first reported a position in AM in Q4 2019 and held it in 6 quarters. The position peaked at $5K in Q4 2019. 291 funds tracked by Wall St. Rank hold AM as of Q2 2021.

  • Ellevest Inc reported no remaining Antero Midstream position as of Q2 2021 after selling out during the quarter.
  • Ellevest Inc sold 411 Antero Midstream shares in Q2 2021, an estimated $4K.
  • Ellevest Inc first reported a position in Antero Midstream in Q4 2019 and held it in 6 quarters.
  • Ellevest Inc's Antero Midstream position peaked at $5K in Q4 2019.
  • 291 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2021.

Based on Ellevest Inc's 13F filing for Q2 2021, filed 13 Jul 2021.