Next Financial Group’s Antero Resources AR Stock Holding History

Next Financial Group’s Portfolio AR Stock Details AR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$187K	Buy	10,684 +684	+7%	+$13K	0.01%	923
2021 Q3	$188K	Sell	10,000 -10,000	-50%	-$146K	0.01%	865
2021 Q2	$301K	Hold	20,000	–	–	0.02%	675
2021 Q1	$204K	Sell	20,000 -7,978	-29%	-$67.6K	0.02%	768
2020 Q4	$152K	Hold	27,978	–	–	0.01%	816
2020 Q3	$77K	Hold	27,978	–	–	0.01%	956
2020 Q2	$71K	Hold	27,978	–	–	0.01%	586
2020 Q1	$20K	Hold	27,978	–	–	﹤0.01%	1268
2019 Q4	$80K	Hold	27,978	–	–	0.01%	1033
2019 Q3	$84K	Hold	27,978	–	–	0.01%	965
2019 Q2	$155K	Buy	+27,978	New	+$202K	0.02%	759
2018 Q4	–	Sell	-3,000	Closed	-$53K	–	1945
2018 Q3	$53K	Buy	+3,000	New	+$58.1K	0.02%	526

Other funds holding AR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

YEPV

Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's AR Position: Q4 2021 in Review

Next Financial Group increased its Antero Resources (AR) stake by 6.8% in Q4 2021, buying an estimated $13K and bringing the position to 10,684 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #923.

Next Financial Group first reported a position in AR in Q3 2018 and has held it in 12 quarters since. The position peaked at $301K in Q2 2021. 292 funds tracked by Wall St. Rank hold AR as of Q4 2021.

Next Financial Group held 10,684 shares of Antero Resources worth $187K as of Q4 2021.
Next Financial Group bought 684 Antero Resources shares in Q4 2021, an estimated $13K.
Antero Resources made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #923 holding.
Next Financial Group first reported a position in Antero Resources in Q3 2018 and has held it in 12 quarters since.
Next Financial Group's Antero Resources position peaked at $301K in Q2 2021.
292 funds tracked by Wall St. Rank held Antero Resources as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.