V Wealth Advisors’s Antero Midstream AM Stock Holding History

V Wealth Advisors’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
2023 Q3	–	Sell	-10,976	Closed	-$127K	–	121
2023 Q2	$127K	Buy	10,976 +968	+10%	+$10.3K	0.02%	377
2023 Q1	$105K	Buy	+10,008	New	+$106K	0.02%	373

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

V Wealth Advisors's AM Position: Q3 2023 in Review

V Wealth Advisors sold out of Antero Midstream (AM) in Q3 2023, closing a stake of 10,976 shares — an estimated $127K sold.

V Wealth Advisors first reported a position in AM in Q1 2023 and held it in 2 quarters. The position peaked at $127K in Q2 2023. 369 funds tracked by Wall St. Rank hold AM as of Q3 2023.

V Wealth Advisors reported no remaining Antero Midstream position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 10,976 Antero Midstream shares in Q3 2023, an estimated $127K.
V Wealth Advisors first reported a position in Antero Midstream in Q1 2023 and held it in 2 quarters.
V Wealth Advisors's Antero Midstream position peaked at $127K in Q2 2023.
369 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.