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Heritage Wealth Management (Arizona)’s Antero Resources AR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q3 		– Sell
-500
Closed -$15.3K – 1007
2022
Q2 		$15.3K Buy
+500
New +$18.3K 0.01% 586

Other funds holding AR

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
YEPV
Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AR Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Antero Resources (AR) in Q3 2022, closing a stake of 500 shares — an estimated $15.3K sold.

Heritage Wealth Management (Arizona) first reported a position in AR in Q2 2022 and held it in 1 quarter. The position peaked at $15.3K in Q2 2022. 408 funds tracked by Wall St. Rank hold AR as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Antero Resources position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 500 Antero Resources shares in Q3 2022, an estimated $15.3K.
  • Heritage Wealth Management (Arizona) first reported a position in Antero Resources in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Antero Resources position peaked at $15.3K in Q2 2022.
  • 408 funds tracked by Wall St. Rank held Antero Resources as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.