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TFO Wealth Partners’s Antero Midstream AM Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-26
Closed -$366 – 90
2024
Q1 		$366 Hold
26
– – ﹤0.01% 346
2023
Q4 		$326 Hold
26
– – ﹤0.01% 484
2023
Q3 		$302 Hold
26
– – ﹤0.01% 650
2023
Q2 		$302 Hold
26
– – ﹤0.01% 399
2023
Q1 		$273 Buy
26
+14
+117% +$149 ﹤0.01% 400
2022
Q4 		$6.16K Buy
+12
New +$127 ﹤0.01% 150

Other funds holding AM

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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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

TFO Wealth Partners's AM Position: Q2 2024 in Review

TFO Wealth Partners sold out of Antero Midstream (AM) in Q2 2024, closing a stake of 26 shares — an estimated $366 sold.

TFO Wealth Partners first reported a position in AM in Q4 2022 and held it in 6 quarters. The position peaked at $6.16K in Q4 2022. 415 funds tracked by Wall St. Rank hold AM as of Q2 2024.

  • TFO Wealth Partners reported no remaining Antero Midstream position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 26 Antero Midstream shares in Q2 2024, an estimated $366.
  • TFO Wealth Partners first reported a position in Antero Midstream in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Antero Midstream position peaked at $6.16K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.