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Legacy Advisors’s Antero Midstream AM Stock Holding History

Legacy 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
2024
Q1 		– Sell
-14,000
Closed -$175K – 315
2023
Q4 		$175K Hold
14,000
– – 0.02% 299
2023
Q3 		$168K Hold
14,000
– – 0.03% 274
2023
Q2 		$162K Hold
14,000
– – 0.02% 262
2023
Q1 		$147K Hold
14,000
– – 0.03% 244
2022
Q4 		$151K Hold
14,000
– – 0.03% 237
2022
Q3 		$129K Hold
14,000
– – 0.03% 217
2022
Q2 		$127K Buy
+14,000
New +$146K 0.03% 213
2019
Q2 		– Sell
-2,500
Closed -$34K – 364
2019
Q1 		$34K Buy
+2,500
New +$32.6K 0.01% 241
2018
Q4 		– Sell
-2,500
Closed -$42K – 125
2018
Q3 		$42K Hold
2,500
– – 0.02% 245
2018
Q2 		$47K Buy
+2,500
New +$44.4K 0.04% 190

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

Legacy Advisors's AM Position: Q1 2024 in Review

Legacy Advisors sold out of Antero Midstream (AM) in Q1 2024, closing a stake of 14,000 shares — an estimated $175K sold.

Legacy Advisors first reported a position in AM in Q2 2018 and held it in 10 quarters. The position peaked at $175K in Q4 2023. 399 funds tracked by Wall St. Rank hold AM as of Q1 2024.

  • Legacy Advisors reported no remaining Antero Midstream position as of Q1 2024 after selling out during the quarter.
  • Legacy Advisors sold 14,000 Antero Midstream shares in Q1 2024, an estimated $175K.
  • Legacy Advisors first reported a position in Antero Midstream in Q2 2018 and held it in 10 quarters.
  • Legacy Advisors's Antero Midstream position peaked at $175K in Q4 2023.
  • 399 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2024.

Based on Legacy Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.