RIM
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Rockbridge Investment Management’s Antero Midstream AM Stock Holding History

Rockbridge Investment 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
Q2 		– Sell
-300
Closed -$3K – 726
2021
Q1 		$3K Buy
+300
New +$2.58K ﹤0.01% 608

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Bank of New York Mellon
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T
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
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RA
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Mirae Asset Global Investments
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Rockbridge Investment Management's AM Position: Q2 2021 in Review

Rockbridge Investment Management sold out of Antero Midstream (AM) in Q2 2021, closing a stake of 300 shares — an estimated $3K sold.

Rockbridge Investment Management first reported a position in AM in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 291 funds tracked by Wall St. Rank hold AM as of Q2 2021.

  • Rockbridge Investment Management reported no remaining Antero Midstream position as of Q2 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 300 Antero Midstream shares in Q2 2021, an estimated $3K.
  • Rockbridge Investment Management first reported a position in Antero Midstream in Q1 2021 and held it in 1 quarter.
  • Rockbridge Investment Management's Antero Midstream position peaked at $3K in Q1 2021.
  • 291 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2021.

Based on Rockbridge Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.