Janiczek Wealth Management’s Antero Midstream AM Stock Holding History

Janiczek 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
2024 Q2	$1.96M	Hold	132,942	–	–	0.41%	29
2024 Q1	$1.87M	Hold	132,942	–	–	0.4%	30
2023 Q4	$1.67M	Hold	132,942	–	–	0.4%	29
2023 Q3	$1.59M	Hold	132,942	–	–	0.42%	27
2023 Q2	$1.54M	Hold	132,942	–	–	0.42%	23
2023 Q1	$1.41M	Buy	132,942 +220	+0.2%	+$2.34K	0.4%	25
2022 Q4	$1.51M	Hold	132,722	–	–	0.43%	27
2022 Q3	$1.28M	Hold	132,722	–	–	0.42%	27
2022 Q2	$1.36M	Hold	132,722	–	–	0.41%	29
2022 Q1	$1.44M	Hold	132,722	–	–	0.4%	28
2021 Q4	$1.28M	Hold	132,722	–	–	0.38%	26
2021 Q3	$1.38M	Hold	132,722	–	–	0.49%	23
2021 Q2	$1.38M	Hold	132,722	–	–	0.5%	22
2021 Q1	$1.2M	Hold	132,722	–	–	0.48%	25
2020 Q4	$1.02M	Hold	132,722	–	–	0.5%	23
2020 Q3	$713K	Hold	132,722	–	–	0.38%	23
2020 Q2	$677K	Hold	132,722	–	–	0.38%	22
2020 Q1	$279K	Sell	132,722 -7,562	-5%	-$36.1K	0.16%	32
2019 Q4	$1.06M	Hold	140,284	–	–	0.48%	20
2019 Q3	$1.04M	Hold	140,284	–	–	0.47%	19
2019 Q2	$1.61M	Buy	+140,284	New	+$1.8M	0.75%	17
2019 Q1	–	Sell	-373,722	Closed	-$4.18M	–	162
2018 Q4	$4.18M	Hold	373,722	–	–	2.12%	12
2018 Q3	$6.32M	Buy	373,722 +87,500	+31%	+$1.6M	3.31%	8
2018 Q2	$5.4M	Buy	+286,222	New	+$5.08M	2.85%	8

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

Janiczek Wealth Management's AM Position: Q2 2024 in Review

Janiczek Wealth Management held its Antero Midstream (AM) position steady in Q2 2024 at 132,942 shares worth $1.96M. The position accounts for 0.41% of the portfolio, ranked #29.

Janiczek Wealth Management first reported a position in AM in Q2 2018 and has held it in 24 quarters since. The position peaked at $6.32M in Q3 2018. 415 funds tracked by Wall St. Rank hold AM as of Q2 2024.

Janiczek Wealth Management held 132,942 shares of Antero Midstream worth $1.96M as of Q2 2024.
Janiczek Wealth Management left its Antero Midstream share count unchanged in Q2 2024.
Antero Midstream made up 0.41% of Janiczek Wealth Management's portfolio in Q2 2024, its #29 holding.
Janiczek Wealth Management first reported a position in Antero Midstream in Q2 2018 and has held it in 24 quarters since.
Janiczek Wealth Management's Antero Midstream position peaked at $6.32M in Q3 2018.
415 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.