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Wealthspire Advisors (New York)’s Antero Midstream AM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-3,300
Closed -$64.1K – 1103
2025
Q3 		$64.1K Buy
+3,300
New +$59.6K ﹤0.01% 1148

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s AM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Antero Midstream (AM) in Q4 2025, closing a stake of 3,300 shares — an estimated $64.1K sold.

Wealthspire Advisors (New York) first reported a position in AM in Q3 2025 and held it in 1 quarter. The position peaked at $64.1K in Q3 2025. 488 funds tracked by Wall St. Rank hold AM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Antero Midstream position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,300 Antero Midstream shares in Q4 2025, an estimated $64.1K.
  • Wealthspire Advisors (New York) first reported a position in Antero Midstream in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Antero Midstream position peaked at $64.1K in Q3 2025.
  • 488 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.