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Money Concepts Capital’s Antero Midstream AM Stock Holding History

Money Concepts Capital’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
-300
Closed -$3.24K – 548
2022
Q4 		$3.24K Buy
+300
New +$3.18K ﹤0.01% 2527
2022
Q2 		– Sell
-300
Closed -$3K – 1473
2022
Q1 		$3K Buy
+300
New +$3.04K ﹤0.01% 2327

Other funds holding AM

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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
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

Money Concepts Capital's AM Position: Q1 2023 in Review

Money Concepts Capital sold out of Antero Midstream (AM) in Q1 2023, closing a stake of 300 shares — an estimated $3.24K sold.

Money Concepts Capital first reported a position in AM in Q1 2022 and held it in 2 quarters. The position peaked at $3.24K in Q4 2022. 348 funds tracked by Wall St. Rank hold AM as of Q1 2023.

  • Money Concepts Capital reported no remaining Antero Midstream position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 300 Antero Midstream shares in Q1 2023, an estimated $3.24K.
  • Money Concepts Capital first reported a position in Antero Midstream in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Antero Midstream position peaked at $3.24K in Q4 2022.
  • 348 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.