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VisionPoint Advisory Group’s Antero Midstream AM Stock Holding History

VisionPoint Advisory Group’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
Q1 		– Sell
-7,749
Closed -$97.1K – 819
2023
Q4 		$97.1K Sell
7,749
-336
-4% -$4.24K 0.04% 190
2023
Q3 		$96.9K Sell
8,085
-1,675
-17% -$19.8K 0.04% 194
2023
Q2 		$113K Buy
+9,760
New +$104K 0.05% 164

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VisionPoint Advisory Group's AM Position: Q1 2024 in Review

VisionPoint Advisory Group sold out of Antero Midstream (AM) in Q1 2024, closing a stake of 7,749 shares — an estimated $97.1K sold.

VisionPoint Advisory Group first reported a position in AM in Q2 2023 and held it in 3 quarters. The position peaked at $113K in Q2 2023. 399 funds tracked by Wall St. Rank hold AM as of Q1 2024.

  • VisionPoint Advisory Group reported no remaining Antero Midstream position as of Q1 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 7,749 Antero Midstream shares in Q1 2024, an estimated $97.1K.
  • VisionPoint Advisory Group first reported a position in Antero Midstream in Q2 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Antero Midstream position peaked at $113K in Q2 2023.
  • 399 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2024.

Based on VisionPoint Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.