EP Wealth Advisors’s Antero Midstream AM Stock Holding History

EP Wealth Advisors’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
2025 Q1	–	Sell	-10,554	Closed	-$159K	–	1285
2024 Q4	$159K	Buy	+10,554	New	+$161K	﹤0.01%	1135

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

EP Wealth Advisors's AM Position: Q1 2025 in Review

EP Wealth Advisors sold out of Antero Midstream (AM) in Q1 2025, closing a stake of 10,554 shares — an estimated $159K sold.

EP Wealth Advisors first reported a position in AM in Q4 2024 and held it in 1 quarter. The position peaked at $159K in Q4 2024. 453 funds tracked by Wall St. Rank hold AM as of Q1 2025.

EP Wealth Advisors reported no remaining Antero Midstream position as of Q1 2025 after selling out during the quarter.
EP Wealth Advisors sold 10,554 Antero Midstream shares in Q1 2025, an estimated $159K.
EP Wealth Advisors first reported a position in Antero Midstream in Q4 2024 and held it in 1 quarter.
EP Wealth Advisors's Antero Midstream position peaked at $159K in Q4 2024.
453 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.