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Financial Gravity Asset Management’s Antero Midstream AM Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-12
Closed -$160 – 1462
2024
Q1 		$160 Buy
12
+9
+300% +$115 ﹤0.01% 1649
2023
Q4 		$37 Buy
+3
New +$38 ﹤0.01% 1368

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Financial Gravity Asset Management's AM Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Antero Midstream (AM) in Q2 2024, closing a stake of 12 shares — an estimated $160 sold.

Financial Gravity Asset Management first reported a position in AM in Q4 2023 and held it in 2 quarters. The position peaked at $160 in Q1 2024. 415 funds tracked by Wall St. Rank hold AM as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Antero Midstream position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 12 Antero Midstream shares in Q2 2024, an estimated $160.
  • Financial Gravity Asset Management first reported a position in Antero Midstream in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Antero Midstream position peaked at $160 in Q1 2024.
  • 415 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.