MWM
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MinichMacGregor Wealth Management’s Antero Midstream AM Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-2,876
Closed -$31K – 120
2022
Q4 		$31K Buy
+2,876
New +$30.5K 0.01% 234

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MinichMacGregor Wealth Management's AM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Antero Midstream (AM) in Q1 2023, closing a stake of 2,876 shares — an estimated $31K sold.

MinichMacGregor Wealth Management first reported a position in AM in Q4 2022 and held it in 1 quarter. The position peaked at $31K in Q4 2022. 348 funds tracked by Wall St. Rank hold AM as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Antero Midstream position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,876 Antero Midstream shares in Q1 2023, an estimated $31K.
  • MinichMacGregor Wealth Management first reported a position in Antero Midstream in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Antero Midstream position peaked at $31K in Q4 2022.
  • 348 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.