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Harvest Group Wealth Management’s Antero Midstream AM Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-36
Closed – – 62
2020
Q4 		$0 Buy
+36
New +$244 ﹤0.01% 635
2020
Q1 		– Sell
-225
Closed -$1K – 491
2019
Q4 		$1K Buy
+225
New +$1.42K ﹤0.01% 712

Other funds holding AM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harvest Group Wealth Management's AM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Antero Midstream (AM) in Q1 2021, closing a stake of 36 shares.

Harvest Group Wealth Management first reported a position in AM in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 303 funds tracked by Wall St. Rank hold AM as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Antero Midstream position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 36 Antero Midstream shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Antero Midstream in Q4 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Antero Midstream position peaked at $1K in Q4 2019.
  • 303 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.