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Spectrum Wealth Counsel’s Antero Midstream AM Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$9K Hold
500
– – ﹤0.01% 230
2024
Q4 		$7.54K Hold
500
– – ﹤0.01% 239
2024
Q3 		$7.53K Hold
500
– – ﹤0.01% 251
2024
Q2 		$7.37K Hold
500
– – ﹤0.01% 299
2024
Q1 		$7.03K Hold
500
– – ﹤0.01% 302
2023
Q4 		$6.26K Buy
+500
New +$6.3K ﹤0.01% 278

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spectrum Wealth Counsel's AM Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Antero Midstream (AM) position steady in Q1 2025 at 500 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Spectrum Wealth Counsel first reported a position in AM in Q4 2023 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold AM as of Q1 2025.

  • Spectrum Wealth Counsel held 500 shares of Antero Midstream worth $9K as of Q1 2025.
  • Spectrum Wealth Counsel left its Antero Midstream share count unchanged in Q1 2025.
  • Antero Midstream made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #230 holding.
  • Spectrum Wealth Counsel first reported a position in Antero Midstream in Q4 2023 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.