Householder Group Estate & Retirement Specialist’s Antero Midstream AM Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$37K	Hold	2,500	–	–	0.03%	235
2024 Q3	$37K	Hold	2,500	–	–	0.01%	541
2024 Q2	$36K	Hold	2,500	–	–	0.01%	543
2024 Q1	$35.1K	Sell	2,500 -2,500	-50%	-$32K	0.01%	547
2023 Q4	$62K	Hold	5,000	–	–	0.02%	417
2023 Q3	$59.9K	Buy	+5,000	New	+$59.2K	0.02%	408
2023 Q1	$52K	Hold	5,000	–	–	0.02%	437
2022 Q4	$53K	Hold	5,000	–	–	0.08%	113
2022 Q3	$45K	Buy	+5,000	New	+$49.3K	0.02%	414

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Antero Midstream (AM) position steady in Q4 2024 at 2,500 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #235.

Householder Group Estate & Retirement Specialist first reported a position in AM in Q3 2022 and has held it in 9 quarters since. The position peaked at $62K in Q4 2023. 433 funds tracked by Wall St. Rank hold AM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,500 shares of Antero Midstream worth $37K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its Antero Midstream share count unchanged in Q4 2024.
Antero Midstream made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #235 holding.
Householder Group Estate & Retirement Specialist first reported a position in Antero Midstream in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Antero Midstream position peaked at $62K in Q4 2023.
433 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.