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Focused Wealth Management’s Antero Resources AR Stock Holding History

Focused Wealth Management’s Portfolio AR Stock Details AR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-40
Closed -$1.24K – 1045
2022
Q4 		$1.24K Buy
+40
New +$1.38K ﹤0.01% 841
2017
Q2 		– Sell
-10,100
Closed -$230K – 695
2017
Q1 		$230K Hold
10,100
– – 0.09% 126
2016
Q4 		$239K Hold
10,100
– – 0.1% 122
2016
Q3 		$272K Hold
10,100
– – 0.12% 105
2016
Q2 		$262K Buy
+10,100
New +$275K 0.12% 106

Other funds holding AR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
YEPV
Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return

Focused Wealth Management's AR Position: Q1 2023 in Review

Focused Wealth Management sold out of Antero Resources (AR) in Q1 2023, closing a stake of 40 shares — an estimated $1.24K sold.

Focused Wealth Management first reported a position in AR in Q2 2016 and held it in 5 quarters. The position peaked at $272K in Q3 2016. 371 funds tracked by Wall St. Rank hold AR as of Q1 2023.

  • Focused Wealth Management reported no remaining Antero Resources position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 40 Antero Resources shares in Q1 2023, an estimated $1.24K.
  • Focused Wealth Management first reported a position in Antero Resources in Q2 2016 and held it in 5 quarters.
  • Focused Wealth Management's Antero Resources position peaked at $272K in Q3 2016.
  • 371 funds tracked by Wall St. Rank held Antero Resources as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.