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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
-5
Closed -$68 – 1425
2024
Q1 		$68 Buy
5
+2
+67% +$26 ﹤0.01% 1008
2023
Q4 		$37 Buy
+3
New +$38 ﹤0.01% 1175

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 5 shares — an estimated $68 sold.

Financial Gravity Asset Management first reported a position in AM in Q4 2023 and held it in 2 quarters. The position peaked at $68 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 5 Antero Midstream shares in Q2 2024, an estimated $68.
  • 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 $68 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.