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Transform Wealth’s Antero Resources AR Stock Holding History

Transform Wealth’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
2020
Q3 		– Sell
-10,977
Closed -$28K – 216
2020
Q2 		$28K Buy
+10,977
New +$28.8K ﹤0.01% 223
2019
Q3 		– Sell
-14,498
Closed -$80K – 212
2019
Q2 		$80K Sell
14,498
-419,508
-97% -$3.03M 0.01% 227
2019
Q1 		$3.83M Buy
434,006
+46,787
+12% +$442K 0.71% 60
2018
Q4 		$3.64M Sell
387,219
-40,500
-9% -$599K 0.75% 58
2018
Q3 		$7.58M Hold
427,719
– – 1.31% 21
2018
Q2 		$9.13M Buy
427,719
+26,901
+7% +$528K 1.65% 7
2018
Q1 		$7.96M Sell
400,818
-47,796
-11% -$926K 1.51% 10
2017
Q4 		$8.52M Sell
448,614
-71,384
-14% -$1.37M 1.57% 9
2017
Q3 		$10.3M Sell
519,998
-110,000
-17% -$2.22M 3.61% 1
2017
Q2 		$13.6M Buy
629,998
+23,485
+4% +$504K 15.35% 1
2017
Q1 		$13.8M Sell
606,513
-122,000
-17% -$2.99M 5.18% 1
2016
Q4 		$17.2M Sell
728,513
-3,384
-0.5% -$86.9K 6.83% 1
2016
Q3 		$19.7M Sell
731,897
-100,000
-12% -$2.66M 8.47% 1
2016
Q2 		$21.6M Buy
+831,897
New +$22.7M 9.09% 1

Other funds holding AR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
YEPV
Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Transform Wealth's AR Position: Q3 2020 in Review

Transform Wealth sold out of Antero Resources (AR) in Q3 2020, closing a stake of 10,977 shares — an estimated $28K sold.

Transform Wealth first reported a position in AR in Q2 2016 and held it in 14 quarters. The position peaked at $21.6M in Q2 2016. 192 funds tracked by Wall St. Rank hold AR as of Q3 2020.

  • Transform Wealth reported no remaining Antero Resources position as of Q3 2020 after selling out during the quarter.
  • Transform Wealth sold 10,977 Antero Resources shares in Q3 2020, an estimated $28K.
  • Transform Wealth first reported a position in Antero Resources in Q2 2016 and held it in 14 quarters.
  • Transform Wealth's Antero Resources position peaked at $21.6M in Q2 2016.
  • 192 funds tracked by Wall St. Rank held Antero Resources as of Q3 2020.

Based on Transform Wealth's 13F filing for Q3 2020, filed 21 Oct 2020.