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Mark Sheptoff Financial Planning’s Antero Midstream AM Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-65
Closed -$1.23K – 491
2025
Q2 		$1.23K Buy
+65
New +$1.16K ﹤0.01% 484

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's AM Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Antero Midstream (AM) in Q3 2025, closing a stake of 65 shares — an estimated $1.23K sold.

Mark Sheptoff Financial Planning first reported a position in AM in Q2 2025 and held it in 1 quarter. The position peaked at $1.23K in Q2 2025. 464 funds tracked by Wall St. Rank hold AM as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Antero Midstream position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 65 Antero Midstream shares in Q3 2025, an estimated $1.23K.
  • Mark Sheptoff Financial Planning first reported a position in Antero Midstream in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Antero Midstream position peaked at $1.23K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.