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Independent Financial Group’s Antero Midstream AM Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-137,900
Closed -$1.5M – 716
2022
Q1 		$1.5M Sell
137,900
-20,290
-13% -$206K 0.12% 170
2021
Q4 		$1.53M Buy
158,190
+41,985
+36% +$435K 0.13% 165
2021
Q3 		$1.21M Buy
116,205
+21,555
+23% +$211K 0.12% 175
2021
Q2 		$983K Buy
+94,650
New +$903K 0.1% 217
2021
Q1 		– Sell
-21,351
Closed -$165K – 637
2020
Q4 		$165K Buy
21,351
+5,751
+37% +$39K 0.02% 531
2020
Q3 		$83.8K Sell
15,600
-2,400
-13% -$14.6K 0.02% 493
2020
Q2 		$91.8K Hold
18,000
– – 0.02% 464
2020
Q1 		$37.8K Buy
+18,000
New +$85.9K 0.01% 404

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Independent Financial Group's AM Position: Q2 2022 in Review

Independent Financial Group sold out of Antero Midstream (AM) in Q2 2022, closing a stake of 137,900 shares — an estimated $1.5M sold.

Independent Financial Group first reported a position in AM in Q1 2020 and held it in 8 quarters. The position peaked at $1.53M in Q4 2021. 328 funds tracked by Wall St. Rank hold AM as of Q2 2022.

  • Independent Financial Group reported no remaining Antero Midstream position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 137,900 Antero Midstream shares in Q2 2022, an estimated $1.5M.
  • Independent Financial Group first reported a position in Antero Midstream in Q1 2020 and held it in 8 quarters.
  • Independent Financial Group's Antero Midstream position peaked at $1.53M in Q4 2021.
  • 328 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.