J.W. Cole Advisors’s Antero Midstream AM Stock Holding History

J.W. Cole Advisors’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 Q2	–	Sell	-11,400	Closed	-$205K	–	1462
2025 Q1	$205K	Buy	+11,400	New	+$189K	0.01%	1148

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

J.W. Cole Advisors's AM Position: Q2 2025 in Review

J.W. Cole Advisors sold out of Antero Midstream (AM) in Q2 2025, closing a stake of 11,400 shares — an estimated $205K sold.

J.W. Cole Advisors first reported a position in AM in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 479 funds tracked by Wall St. Rank hold AM as of Q2 2025.

J.W. Cole Advisors reported no remaining Antero Midstream position as of Q2 2025 after selling out during the quarter.
J.W. Cole Advisors sold 11,400 Antero Midstream shares in Q2 2025, an estimated $205K.
J.W. Cole Advisors first reported a position in Antero Midstream in Q1 2025 and held it in 1 quarter.
J.W. Cole Advisors's Antero Midstream position peaked at $205K in Q1 2025.
479 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2025.

Based on J.W. Cole Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.