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Total Wealth Planning & Management’s Antero Resources AR Stock Holding History

Total Wealth Planning & Management’s Portfolio AR Stock Details AR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,120
Closed -$207K – 219
2025
Q1 		$207K Buy
+5,120
New +$196K 0.2% 171

Other funds holding AR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Total Wealth Planning & Management's AR Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of Antero Resources (AR) in Q2 2025, closing a stake of 5,120 shares — an estimated $207K sold.

Total Wealth Planning & Management first reported a position in AR in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 559 funds tracked by Wall St. Rank hold AR as of Q2 2025.

  • Total Wealth Planning & Management reported no remaining Antero Resources position as of Q2 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 5,120 Antero Resources shares in Q2 2025, an estimated $207K.
  • Total Wealth Planning & Management first reported a position in Antero Resources in Q1 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Antero Resources position peaked at $207K in Q1 2025.
  • 559 funds tracked by Wall St. Rank held Antero Resources as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.