Lake Street Advisors Group’s Antero Midstream AM Stock Holding History

Lake Street Advisors 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 Q4	–	Sell	-10,080	Closed	-$93K	–	336
2022 Q3	$93K	Hold	10,080	–	–	0.01%	242
2022 Q2	$91K	Buy	+10,080	New	+$105K	0.01%	212
2019 Q2	–	Sell	-12,600	Closed	-$166K	–	230
2019 Q1	$166K	Hold	12,600	–	–	0.02%	223
2018 Q4	$141K	Hold	12,600	–	–	0.02%	191
2018 Q3	$213K	Sell	12,600 -1,800	-13%	-$33K	0.02%	191
2018 Q2	$272K	Buy	+14,400	New	+$256K	0.03%	243

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lake Street Advisors Group's AM Position: Q4 2022 in Review

Lake Street Advisors Group sold out of Antero Midstream (AM) in Q4 2022, closing a stake of 10,080 shares — an estimated $93K sold.

Lake Street Advisors Group first reported a position in AM in Q2 2018 and held it in 6 quarters. The position peaked at $272K in Q2 2018. 335 funds tracked by Wall St. Rank hold AM as of Q4 2022.

Lake Street Advisors Group reported no remaining Antero Midstream position as of Q4 2022 after selling out during the quarter.
Lake Street Advisors Group sold 10,080 Antero Midstream shares in Q4 2022, an estimated $93K.
Lake Street Advisors Group first reported a position in Antero Midstream in Q2 2018 and held it in 6 quarters.
Lake Street Advisors Group's Antero Midstream position peaked at $272K in Q2 2018.
335 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2022.

Based on Lake Street Advisors Group's 13F filing for Q4 2022, filed 14 Feb 2023.