Regent Peak Wealth Advisors’s Antero Midstream AM Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-187	Closed	-$1K	–	191
2020 Q4	$1K	Buy	+187	New	+$1.27K	﹤0.01%	878

Other funds holding AM

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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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regent Peak Wealth Advisors's AM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Antero Midstream (AM) in Q1 2021, closing a stake of 187 shares — an estimated $1K sold.

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

Regent Peak Wealth Advisors reported no remaining Antero Midstream position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 187 Antero Midstream shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in Antero Midstream in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Antero Midstream position peaked at $1K in Q4 2020.
303 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.