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Rational Advisors’s Antero Midstream AM Stock Holding History

Rational 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
2023
Q3 		– Sell
-4,741
Closed -$55K – 280
2023
Q2 		$55K Sell
4,741
-174
-4% -$1.85K ﹤0.01% 158
2023
Q1 		$51.6K Buy
4,915
+167
+4% +$1.78K ﹤0.01% 151
2022
Q4 		$51.2K Buy
4,748
+115
+2% +$1.22K ﹤0.01% 124
2022
Q3 		$43K Buy
4,633
+232
+5% +$2.29K ﹤0.01% 123
2022
Q2 		$40K Buy
4,401
+595
+16% +$6.19K ﹤0.01% 141
2022
Q1 		$41K Buy
3,806
+1,456
+62% +$14.8K ﹤0.01% 145
2021
Q4 		$23K Buy
2,350
+1,301
+124% +$13.5K ﹤0.01% 157
2021
Q3 		$11K Buy
+1,049
New +$10.3K ﹤0.01% 142

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Rational Advisors's AM Position: Q3 2023 in Review

Rational Advisors sold out of Antero Midstream (AM) in Q3 2023, closing a stake of 4,741 shares — an estimated $55K sold.

Rational Advisors first reported a position in AM in Q3 2021 and held it in 8 quarters. The position peaked at $55K in Q2 2023. 369 funds tracked by Wall St. Rank hold AM as of Q3 2023.

  • Rational Advisors reported no remaining Antero Midstream position as of Q3 2023 after selling out during the quarter.
  • Rational Advisors sold 4,741 Antero Midstream shares in Q3 2023, an estimated $55K.
  • Rational Advisors first reported a position in Antero Midstream in Q3 2021 and held it in 8 quarters.
  • Rational Advisors's Antero Midstream position peaked at $55K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2023.

Based on Rational Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.