Moisand Fitzgerald Tamayo’s Antero Midstream AM Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-196	Closed	-$2.35K	–	654
2023 Q3	$2.35K	Hold	196	–	–	﹤0.01%	537
2023 Q2	$2.27K	Hold	196	–	–	﹤0.01%	527
2023 Q1	$2.06K	Hold	196	–	–	﹤0.01%	552
2022 Q4	$2.12K	Buy	+196	New	+$2.08K	﹤0.01%	549

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AM Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Antero Midstream (AM) in Q4 2023, closing a stake of 196 shares — an estimated $2.35K sold.

Moisand Fitzgerald Tamayo first reported a position in AM in Q4 2022 and held it in 4 quarters. The position peaked at $2.35K in Q3 2023. 395 funds tracked by Wall St. Rank hold AM as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Antero Midstream position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 196 Antero Midstream shares in Q4 2023, an estimated $2.35K.
Moisand Fitzgerald Tamayo first reported a position in Antero Midstream in Q4 2022 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Antero Midstream position peaked at $2.35K in Q3 2023.
395 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.