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Transform Wealth’s Antero Midstream AM Stock Holding History

Transform Wealth’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
2025
Q1 		$272K Sell
15,097
-64,172
-81% -$1.06M 0.02% 214
2024
Q4 		$1.2M Hold
79,269
– – 0.07% 138
2024
Q3 		$1.19M Hold
79,269
– – 0.08% 116
2024
Q2 		$1.17M Hold
79,269
– – 0.09% 119
2024
Q1 		$1.11M Sell
79,269
-11,554
-13% -$148K 0.11% 121
2023
Q4 		$1.14M Hold
90,823
– – 0.11% 132
2023
Q3 		$1.09M Hold
90,823
– – 0.11% 125
2023
Q2 		$1.05M Hold
90,823
– – 0.09% 132
2023
Q1 		$953K Hold
90,823
– – 0.09% 132
2022
Q4 		$980K Hold
90,823
– – 0.11% 121
2022
Q3 		$834K Buy
90,823
+64,172
+241% +$632K 0.11% 99
2022
Q2 		$241K Sell
26,651
-64,172
-71% -$668K 0.04% 177
2022
Q1 		$987K Sell
90,823
-2,500
-3% -$25.4K 0.11% 112
2021
Q4 		$903K Buy
93,323
+64,172
+220% +$665K 0.09% 119
2021
Q3 		$304K Hold
29,151
– – 0.03% 193
2021
Q2 		$303K Hold
29,151
– – 0.04% 201
2021
Q1 		$263K Hold
29,151
– – 0.05% 188
2020
Q4 		$225K Sell
29,151
-6,778
-19% -$46K 0.05% 189
2020
Q3 		$193K Sell
35,929
-5,500
-13% -$33.5K 0.03% 208
2020
Q2 		$211K Sell
41,429
-210
-0.5% -$929 0.04% 208
2020
Q1 		$87K Buy
41,639
+795
+2% +$3.79K 0.02% 200
2019
Q4 		$310K Buy
40,844
+1,139
+3% +$7.21K 0.05% 187
2019
Q3 		$294K Buy
39,705
+95
+0.2% +$820 0.05% 180
2019
Q2 		$454K Sell
39,610
-997,691
-96% -$12.8M 0.07% 177
2019
Q1 		$14.3M Buy
1,037,301
+37,301
+4% +$487K 2.66% 3
2018
Q4 		$11.2M Sell
1,000,000
-231,207
-19% -$3.53M 2.3% 3
2018
Q3 		$20.8M Hold
1,231,207
– – 3.61% 1
2018
Q2 		$23.2M Buy
+1,231,207
New +$21.9M 4.2% 1

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Transform Wealth's AM Position: Q1 2025 in Review

Transform Wealth reduced its Antero Midstream (AM) stake by 81% in Q1 2025, selling an estimated $1.06M and leaving 15,097 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #214.

Transform Wealth first reported a position in AM in Q2 2018 and has held it in 28 quarters since. The position peaked at $23.2M in Q2 2018. 453 funds tracked by Wall St. Rank hold AM as of Q1 2025.

  • Transform Wealth held 15,097 shares of Antero Midstream worth $272K as of Q1 2025.
  • Transform Wealth sold 64,172 Antero Midstream shares in Q1 2025, an estimated $1.06M.
  • Antero Midstream made up 0.02% of Transform Wealth's portfolio in Q1 2025, its #214 holding.
  • Transform Wealth first reported a position in Antero Midstream in Q2 2018 and has held it in 28 quarters since.
  • Transform Wealth's Antero Midstream position peaked at $23.2M in Q2 2018.
  • 453 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.