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LGT Financial Advisors’s Antero Midstream AM Stock Holding History

LGT Financial 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
Q1 		– Sell
-1,811
Closed -$27.3K – 319
2024
Q4 		$27.3K Hold
1,811
– – 0.06% 242
2024
Q3 		$27.3K Hold
1,811
– – 0.07% 216
2024
Q2 		$26.7K Hold
1,811
– – 0.06% 241
2024
Q1 		$25.5K Hold
1,811
– – 0.03% 323
2023
Q4 		$22.7K Hold
1,811
– – 0.03% 329
2023
Q3 		$21.7K Buy
+1,811
New +$21.4K 0.03% 326

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LGT Financial Advisors's AM Position: Q1 2025 in Review

LGT Financial Advisors sold out of Antero Midstream (AM) in Q1 2025, closing a stake of 1,811 shares — an estimated $27.3K sold.

LGT Financial Advisors first reported a position in AM in Q3 2023 and held it in 6 quarters. The position peaked at $27.3K in Q4 2024. 453 funds tracked by Wall St. Rank hold AM as of Q1 2025.

  • LGT Financial Advisors reported no remaining Antero Midstream position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1,811 Antero Midstream shares in Q1 2025, an estimated $27.3K.
  • LGT Financial Advisors first reported a position in Antero Midstream in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Antero Midstream position peaked at $27.3K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.