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Triad Wealth Partners’s Antero Midstream AM Stock Holding History

Triad 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
Q3 		– Sell
-200
Closed -$2.95K – 78
2024
Q2 		$2.95K Buy
+200
New +$2.87K ﹤0.01% 686

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State Street
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Wealth Partners's AM Position: Q3 2024 in Review

Triad Wealth Partners sold out of Antero Midstream (AM) in Q3 2024, closing a stake of 200 shares — an estimated $2.95K sold.

Triad Wealth Partners first reported a position in AM in Q2 2024 and held it in 1 quarter. The position peaked at $2.95K in Q2 2024. 424 funds tracked by Wall St. Rank hold AM as of Q3 2024.

  • Triad Wealth Partners reported no remaining Antero Midstream position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 200 Antero Midstream shares in Q3 2024, an estimated $2.95K.
  • Triad Wealth Partners first reported a position in Antero Midstream in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Antero Midstream position peaked at $2.95K in Q2 2024.
  • 424 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.