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Simplicity Wealth’s Antero Resources AR Stock Holding History

Simplicity Wealth’s Portfolio AR Stock Details AR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,877
Closed -$257K – 530
2024
Q2 		$257K Buy
+7,877
New +$258K 0.01% 1005

Other funds holding AR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Simplicity Wealth's AR Position: Q3 2024 in Review

Simplicity Wealth sold out of Antero Resources (AR) in Q3 2024, closing a stake of 7,877 shares — an estimated $257K sold.

Simplicity Wealth first reported a position in AR in Q2 2024 and held it in 1 quarter. The position peaked at $257K in Q2 2024. 417 funds tracked by Wall St. Rank hold AR as of Q3 2024.

  • Simplicity Wealth reported no remaining Antero Resources position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 7,877 Antero Resources shares in Q3 2024, an estimated $257K.
  • Simplicity Wealth first reported a position in Antero Resources in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Antero Resources position peaked at $257K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Antero Resources as of Q3 2024.

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