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Simplicity Solutions’s Antero Midstream AM Stock Holding History

Simplicity Solutions’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
Q4 		$127K Buy
+10,108
New +$127K ﹤0.01% 1001
2023
Q3 		– Sell
-11,616
Closed -$135K – 999
2023
Q2 		$135K Sell
11,616
-9,702
-46% -$103K ﹤0.01% 991
2023
Q1 		$224K Buy
+21,318
New +$227K 0.01% 967

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Simplicity Solutions's AM Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Antero Midstream (AM) in Q4 2023: 10,108 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in AM as recently as Q2 2023.

Simplicity Solutions first reported a position in AM in Q1 2023 and has held it in 3 quarters since. The position peaked at $224K in Q1 2023. 395 funds tracked by Wall St. Rank hold AM as of Q4 2023.

  • Simplicity Solutions held 10,108 shares of Antero Midstream worth $127K as of Q4 2023.
  • Antero Midstream was a new Simplicity Solutions position in Q4 2023.
  • Antero Midstream made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1001 holding.
  • Simplicity Solutions first reported a position in Antero Midstream in Q1 2023 and has held it in 3 quarters since.
  • Simplicity Solutions's Antero Midstream position peaked at $224K in Q1 2023.
  • 395 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.