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Henrickson Nauta Wealth Advisors’s Antero Midstream AM Stock Holding History

Henrickson Nauta 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
2022
Q1 		– Sell
-400
Closed -$4K – 54
2021
Q4 		$4K Buy
+400
New +$4.15K ﹤0.01% 203

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Bank of New York Mellon
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's AM Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Antero Midstream (AM) in Q1 2022, closing a stake of 400 shares — an estimated $4K sold.

Henrickson Nauta Wealth Advisors first reported a position in AM in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 314 funds tracked by Wall St. Rank hold AM as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Antero Midstream position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 400 Antero Midstream shares in Q1 2022, an estimated $4K.
  • Henrickson Nauta Wealth Advisors first reported a position in Antero Midstream in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Antero Midstream position peaked at $4K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.