Institutional & Family Asset Management’s Antero Midstream AM Stock Holding History

Institutional & Family Asset 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
2024 Q2	$253K	Hold	17,194	–	–	0.04%	138
2024 Q1	$242K	Hold	17,194	–	–	0.04%	135
2023 Q4	$215K	Hold	17,194	–	–	0.04%	143
2023 Q3	$206K	Hold	17,194	–	–	0.03%	140
2023 Q2	$199K	Buy	+17,194	New	+$183K	0.03%	147
2021 Q4	–	Sell	-4,371	Closed	-$46K	–	795
2021 Q3	$46K	Hold	4,371	–	–	0.01%	336
2021 Q2	$45K	Hold	4,371	–	–	0.01%	343
2021 Q1	$39K	Buy	+4,371	New	+$37.7K	0.01%	392
2019 Q3	–	Sell	-29,515	Closed	-$338K	–	833
2019 Q2	$338K	Hold	29,515	–	–	0.07%	136
2019 Q1	$407K	Buy	29,515 +13,575	+85%	+$177K	0.09%	126
2018 Q4	$178K	Buy	15,940 +410	+3%	+$6.26K	0.04%	172
2018 Q3	$263K	Buy	15,530 +2,790	+22%	+$51.1K	0.05%	165
2018 Q2	$240K	Sell	12,740 -16,425	-56%	-$292K	0.05%	168
2018 Q1	$466K	Sell	29,165 -37,750	-56%	-$731K	0.1%	117
2017 Q4	$1.32M	Hold	66,915	–	–	0.25%	76
2017 Q3	$1.37M	Buy	+66,915	New	+$1.34M	0.28%	78

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

TCA

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

Institutional & Family Asset Management's AM Position: Q2 2024 in Review

Institutional & Family Asset Management held its Antero Midstream (AM) position steady in Q2 2024 at 17,194 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #138.

Institutional & Family Asset Management first reported a position in AM in Q3 2017 and has held it in 16 quarters since. The position peaked at $1.37M in Q3 2017. 415 funds tracked by Wall St. Rank hold AM as of Q2 2024.

Institutional & Family Asset Management held 17,194 shares of Antero Midstream worth $253K as of Q2 2024.
Institutional & Family Asset Management left its Antero Midstream share count unchanged in Q2 2024.
Antero Midstream made up 0.04% of Institutional & Family Asset Management's portfolio in Q2 2024, its #138 holding.
Institutional & Family Asset Management first reported a position in Antero Midstream in Q3 2017 and has held it in 16 quarters since.
Institutional & Family Asset Management's Antero Midstream position peaked at $1.37M in Q3 2017.
415 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.