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Steward Financial Group’s Antero Midstream AM Stock Holding History

Steward Financial Group’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
Q3 		$5K Buy
+442
New +$5.24K ﹤0.01% 582
2023
Q2 		– Sell
-423
Closed -$4K – 441
2023
Q1 		$4K Buy
423
+236
+126% +$2.51K ﹤0.01% 339
2022
Q4 		$2K Buy
+187
New +$1.98K ﹤0.01% 297
2022
Q3 		– Sell
-254
Closed -$2K – 108
2022
Q2 		$2K Buy
+254
New +$2.64K ﹤0.01% 505

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's AM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Antero Midstream (AM) in Q3 2023: 442 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AM as recently as Q1 2023.

Steward Financial Group first reported a position in AM in Q2 2022 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold AM as of Q3 2023.

  • Steward Financial Group held 442 shares of Antero Midstream worth $5K as of Q3 2023.
  • Antero Midstream was a new Steward Financial Group position in Q3 2023.
  • Antero Midstream made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #582 holding.
  • Steward Financial Group first reported a position in Antero Midstream in Q2 2022 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.