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Smith Salley Wealth Management’s Antero Midstream AM Stock Holding History

Smith Salley Wealth 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
2022
Q3 		– Sell
-50,020
Closed -$453K – 215
2022
Q2 		$453K Buy
+50,020
New +$520K 0.04% 170

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State Street
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Neuberger Berman Group
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ClearBridge Investments
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Mirae Asset Global Investments
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RA
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Smith Salley Wealth Management's AM Position: Q3 2022 in Review

Smith Salley Wealth Management sold out of Antero Midstream (AM) in Q3 2022, closing a stake of 50,020 shares — an estimated $453K sold.

Smith Salley Wealth Management first reported a position in AM in Q2 2022 and held it in 1 quarter. The position peaked at $453K in Q2 2022. 314 funds tracked by Wall St. Rank hold AM as of Q3 2022.

  • Smith Salley Wealth Management reported no remaining Antero Midstream position as of Q3 2022 after selling out during the quarter.
  • Smith Salley Wealth Management sold 50,020 Antero Midstream shares in Q3 2022, an estimated $453K.
  • Smith Salley Wealth Management first reported a position in Antero Midstream in Q2 2022 and held it in 1 quarter.
  • Smith Salley Wealth Management's Antero Midstream position peaked at $453K in Q2 2022.
  • 314 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2022.

Based on Smith Salley Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.