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Lee Financial’s Antero Midstream AM Stock Holding History

Lee Financial’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
Q1 		– Sell
-2,022
Closed -$25.3K – 174
2023
Q4 		$25.3K Hold
2,022
– – ﹤0.01% 287
2023
Q3 		$24.2K Hold
2,022
– – ﹤0.01% 281
2023
Q2 		$23.5K Buy
+2,022
New +$21.5K ﹤0.01% 282
2020
Q1 		– Sell
-1,637
Closed -$12K – 480
2019
Q4 		$12K Sell
1,637
-2,724
-62% -$17.2K ﹤0.01% 314
2019
Q3 		$32K Buy
+4,361
New +$37.7K 0.01% 216
2018
Q3 		– Sell
-692
Closed -$13K – 469
2018
Q2 		$13K Hold
692
– – ﹤0.01% 422
2018
Q1 		$11K Buy
+692
New +$13.4K ﹤0.01% 445
2017
Q4 		– Sell
-800
Closed -$16K – 469
2017
Q3 		$16K Hold
800
– – 0.01% 261
2017
Q2 		$18K Buy
+800
New +$17.3K 0.01% 251

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's AM Position: Q1 2024 in Review

Lee Financial sold out of Antero Midstream (AM) in Q1 2024, closing a stake of 2,022 shares — an estimated $25.3K sold.

Lee Financial first reported a position in AM in Q2 2017 and held it in 9 quarters. The position peaked at $32K in Q3 2019. 399 funds tracked by Wall St. Rank hold AM as of Q1 2024.

  • Lee Financial reported no remaining Antero Midstream position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 2,022 Antero Midstream shares in Q1 2024, an estimated $25.3K.
  • Lee Financial first reported a position in Antero Midstream in Q2 2017 and held it in 9 quarters.
  • Lee Financial's Antero Midstream position peaked at $32K in Q3 2019.
  • 399 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.