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Veritable’s Antero Midstream AM Stock Holding History

Veritable’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
-17,539
Closed -$203K – 35
2023
Q2 		$203K Hold
17,539
– – ﹤0.01% 845
2023
Q1 		$184K Hold
17,539
– – ﹤0.01% 855
2022
Q4 		$189K Buy
17,539
+4,664
+36% +$49.5K ﹤0.01% 828
2022
Q3 		$118K Buy
12,875
+1,819
+16% +$17.9K ﹤0.01% 768
2022
Q2 		$100K Buy
11,056
+338
+3% +$3.52K ﹤0.01% 857
2022
Q1 		$117K Sell
10,718
-1,580
-13% -$16K ﹤0.01% 886
2021
Q4 		$119K Sell
12,298
-165
-1% -$1.71K ﹤0.01% 893
2021
Q3 		$130K Buy
12,463
+782
+7% +$7.67K ﹤0.01% 860
2021
Q2 		$121K Hold
11,681
– – ﹤0.01% 851
2021
Q1 		$105K Hold
11,681
– – ﹤0.01% 820
2020
Q4 		$90K Buy
11,681
+1,447
+14% +$9.81K ﹤0.01% 776
2020
Q3 		$55K Buy
+10,234
New +$62.4K ﹤0.01% 729

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Veritable's AM Position: Q3 2023 in Review

Veritable sold out of Antero Midstream (AM) in Q3 2023, closing a stake of 17,539 shares — an estimated $203K sold.

Veritable first reported a position in AM in Q3 2020 and held it in 12 quarters. The position peaked at $203K in Q2 2023. 369 funds tracked by Wall St. Rank hold AM as of Q3 2023.

  • Veritable reported no remaining Antero Midstream position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 17,539 Antero Midstream shares in Q3 2023, an estimated $203K.
  • Veritable first reported a position in Antero Midstream in Q3 2020 and held it in 12 quarters.
  • Veritable's Antero Midstream position peaked at $203K in Q2 2023.
  • 369 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.