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TCI Wealth Advisors’s Antero Midstream AM Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-1,348
Closed -$14.1K – 289
2023
Q1 		$14.1K Sell
1,348
-1,501
-53% -$16K ﹤0.01% 885
2022
Q4 		$30.7K Buy
2,849
+2,052
+257% +$21.8K ﹤0.01% 534
2022
Q3 		$7K Sell
797
-852
-52% -$8.39K ﹤0.01% 1217
2022
Q2 		$15K Buy
1,649
+1,003
+155% +$10.4K ﹤0.01% 756
2022
Q1 		$7K Hold
646
– – ﹤0.01% 1289
2021
Q4 		$6K Buy
646
+60
+10% +$622 ﹤0.01% 1493
2021
Q3 		$6K Hold
586
– – ﹤0.01% 1417
2021
Q2 		$6K Buy
586
+319
+119% +$3.04K ﹤0.01% 1274
2021
Q1 		$2K Hold
267
– – ﹤0.01% 1651
2020
Q4 		$2K Buy
267
+124
+87% +$841 ﹤0.01% 1181
2020
Q3 		$1K Buy
143
+64
+81% +$390 ﹤0.01% 1251
2020
Q2 		$0 Buy
79
+38
+93% +$168 ﹤0.01% 1451
2020
Q1 		$0 Sell
41
-42
-51% -$200 ﹤0.01% 1451
2019
Q4 		$1K Sell
83
-513
-86% -$3.25K ﹤0.01% 1272
2019
Q3 		$4K Buy
+596
New +$5.15K ﹤0.01% 843

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's AM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Antero Midstream (AM) in Q2 2023, closing a stake of 1,348 shares — an estimated $14.1K sold.

TCI Wealth Advisors first reported a position in AM in Q3 2019 and held it in 15 quarters. The position peaked at $30.7K in Q4 2022. 350 funds tracked by Wall St. Rank hold AM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Antero Midstream position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,348 Antero Midstream shares in Q2 2023, an estimated $14.1K.
  • TCI Wealth Advisors first reported a position in Antero Midstream in Q3 2019 and held it in 15 quarters.
  • TCI Wealth Advisors's Antero Midstream position peaked at $30.7K in Q4 2022.
  • 350 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.