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Redwood Wealth Management Group’s Antero Midstream AM Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-4,885
Closed -$72K – 199
2024
Q2 		$72K Buy
+4,885
New +$70.1K 0.05% 246
2023
Q4 		– Sell
-10,849
Closed -$130K – 144
2023
Q3 		$130K Buy
10,849
+40
+0.4% +$474 0.15% 118
2023
Q2 		$125K Buy
10,809
+44
+0.4% +$468 0.14% 127
2023
Q1 		$113K Buy
10,765
+22
+0.2% +$234 0.13% 132
2022
Q4 		$116K Buy
+10,743
New +$114K 0.14% 120

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Redwood Wealth Management Group's AM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Antero Midstream (AM) in Q3 2024, closing a stake of 4,885 shares — an estimated $72K sold.

Redwood Wealth Management Group first reported a position in AM in Q4 2022 and held it in 5 quarters. The position peaked at $130K in Q3 2023. 424 funds tracked by Wall St. Rank hold AM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Antero Midstream position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 4,885 Antero Midstream shares in Q3 2024, an estimated $72K.
  • Redwood Wealth Management Group first reported a position in Antero Midstream in Q4 2022 and held it in 5 quarters.
  • Redwood Wealth Management Group's Antero Midstream position peaked at $130K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.