Iron Horse Wealth Management’s Antero Midstream AM Stock Holding History

Iron Horse Wealth 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
2025 Q1	–	Sell	-1	Closed	-$15	–	598
2024 Q4	$15	Hold	1	–	–	﹤0.01%	508
2024 Q3	$15	Hold	1	–	–	﹤0.01%	505
2024 Q2	$15	Hold	1	–	–	﹤0.01%	487
2024 Q1	$14	Hold	1	–	–	﹤0.01%	468
2023 Q4	$13	Hold	1	–	–	﹤0.01%	498
2023 Q3	$12	Hold	1	–	–	﹤0.01%	505
2023 Q2	$12	Hold	1	–	–	﹤0.01%	317
2023 Q1	$10	Hold	1	–	–	﹤0.01%	357
2022 Q4	$0	Hold	1	–	–	﹤0.01%	238
2022 Q3	$0	Hold	1	–	–	﹤0.01%	138
2022 Q2	$0	Hold	1	–	–	﹤0.01%	248
2022 Q1	$0	Hold	1	–	–	﹤0.01%	217
2021 Q4	$0	Hold	1	–	–	﹤0.01%	207
2021 Q3	$0	Buy	+1	New	+$10	﹤0.01%	199

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Iron Horse Wealth Management's AM Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Antero Midstream (AM) in Q1 2025, closing a stake of 1 share — an estimated $15 sold.

Iron Horse Wealth Management first reported a position in AM in Q3 2021 and held it in 14 quarters. The position peaked at $15 in Q4 2024. 453 funds tracked by Wall St. Rank hold AM as of Q1 2025.

Iron Horse Wealth Management reported no remaining Antero Midstream position as of Q1 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 1 Antero Midstream share in Q1 2025, an estimated $15.
Iron Horse Wealth Management first reported a position in Antero Midstream in Q3 2021 and held it in 14 quarters.
Iron Horse Wealth Management's Antero Midstream position peaked at $15 in Q4 2024.
453 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.