Simplicity Wealth’s Antero Midstream AM Stock Holding History

Simplicity Wealth’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	-14,663	Closed	-$216K	–	518
2024 Q2	$216K	Sell	14,663 -358	-2%	-$5.14K	﹤0.01%	1073
2024 Q1	$211K	Buy	+15,021	New	+$192K	0.01%	1047

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's AM Position: Q3 2024 in Review

Simplicity Wealth sold out of Antero Midstream (AM) in Q3 2024, closing a stake of 14,663 shares — an estimated $216K sold.

Simplicity Wealth first reported a position in AM in Q1 2024 and held it in 2 quarters. The position peaked at $216K in Q2 2024. 424 funds tracked by Wall St. Rank hold AM as of Q3 2024.

Simplicity Wealth reported no remaining Antero Midstream position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 14,663 Antero Midstream shares in Q3 2024, an estimated $216K.
Simplicity Wealth first reported a position in Antero Midstream in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Antero Midstream position peaked at $216K in Q2 2024.
424 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.