Westfield Capital Management’s Antero Midstream AM Stock Holding History

Westfield Capital Management’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 Q4	–	Sell	-25,720	Closed	-$308K	–	242
2023 Q3	$308K	Buy	+25,720	New	+$305K	﹤0.01%	231

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Westfield Capital Management's AM Position: Q4 2023 in Review

Westfield Capital Management sold out of Antero Midstream (AM) in Q4 2023, closing a stake of 25,720 shares — an estimated $308K sold.

Westfield Capital Management first reported a position in AM in Q3 2023 and held it in 1 quarter. The position peaked at $308K in Q3 2023. 395 funds tracked by Wall St. Rank hold AM as of Q4 2023.

Westfield Capital Management reported no remaining Antero Midstream position as of Q4 2023 after selling out during the quarter.
Westfield Capital Management sold 25,720 Antero Midstream shares in Q4 2023, an estimated $308K.
Westfield Capital Management first reported a position in Antero Midstream in Q3 2023 and held it in 1 quarter.
Westfield Capital Management's Antero Midstream position peaked at $308K in Q3 2023.
395 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2023.

Based on Westfield Capital Management's 13F filing for Q4 2023, filed 9 Feb 2024.