SWM
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Sugarloaf Wealth Management’s Antero Midstream AM Stock Holding History

Sugarloaf 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
Q1 		– Sell
-3,844
Closed -$37K – 710
2021
Q4 		$37K Buy
3,844
+2,699
+236% +$28K 0.01% 333
2021
Q3 		$12K Buy
+1,145
New +$11.2K ﹤0.01% 495

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Sugarloaf Wealth Management's AM Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of Antero Midstream (AM) in Q1 2022, closing a stake of 3,844 shares — an estimated $37K sold.

Sugarloaf Wealth Management first reported a position in AM in Q3 2021 and held it in 2 quarters. The position peaked at $37K in Q4 2021. 314 funds tracked by Wall St. Rank hold AM as of Q1 2022.

  • Sugarloaf Wealth Management reported no remaining Antero Midstream position as of Q1 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 3,844 Antero Midstream shares in Q1 2022, an estimated $37K.
  • Sugarloaf Wealth Management first reported a position in Antero Midstream in Q3 2021 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Antero Midstream position peaked at $37K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.