OPWM
AM icon

Oakwell Private Wealth Management’s Antero Midstream AM Stock Holding History

Oakwell Private 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
2021
Q1 		– Sell
-11,366
Closed -$88K – 61
2020
Q4 		$88K Buy
+11,366
New +$77.1K 0.07% 61

Other funds holding AM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oakwell Private Wealth Management's AM Position: Q1 2021 in Review

Oakwell Private Wealth Management sold out of Antero Midstream (AM) in Q1 2021, closing a stake of 11,366 shares — an estimated $88K sold.

Oakwell Private Wealth Management first reported a position in AM in Q4 2020 and held it in 1 quarter. The position peaked at $88K in Q4 2020. 303 funds tracked by Wall St. Rank hold AM as of Q1 2021.

  • Oakwell Private Wealth Management reported no remaining Antero Midstream position as of Q1 2021 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 11,366 Antero Midstream shares in Q1 2021, an estimated $88K.
  • Oakwell Private Wealth Management first reported a position in Antero Midstream in Q4 2020 and held it in 1 quarter.
  • Oakwell Private Wealth Management's Antero Midstream position peaked at $88K in Q4 2020.
  • 303 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2021.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.