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Professional Financial Advisors’s Antero Midstream AM Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-1,292
Closed -$12K – 88
2022
Q3 		$12K Hold
1,292
– – 0.01% 270
2022
Q2 		$12K Hold
1,292
– – 0.01% 276
2022
Q1 		$14K Hold
1,292
– – 0.01% 271
2021
Q4 		$13K Hold
1,292
– – 0.01% 289
2021
Q3 		$13K Hold
1,292
– – 0.01% 244
2021
Q2 		$13K Hold
1,292
– – 0.01% 253
2021
Q1 		$12K Hold
1,292
– – 0.01% 231
2020
Q4 		$10K Hold
1,292
– – 0.01% 237
2020
Q3 		$7K Buy
+1,292
New +$7.88K 0.01% 238

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Professional Financial Advisors's AM Position: Q4 2022 in Review

Professional Financial Advisors sold out of Antero Midstream (AM) in Q4 2022, closing a stake of 1,292 shares — an estimated $12K sold.

Professional Financial Advisors first reported a position in AM in Q3 2020 and held it in 9 quarters. The position peaked at $14K in Q1 2022. 335 funds tracked by Wall St. Rank hold AM as of Q4 2022.

  • Professional Financial Advisors reported no remaining Antero Midstream position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,292 Antero Midstream shares in Q4 2022, an estimated $12K.
  • Professional Financial Advisors first reported a position in Antero Midstream in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Antero Midstream position peaked at $14K in Q1 2022.
  • 335 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.