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Whipplewood Advisors’s Antero Midstream AM Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-75
Closed -$1.42K – 336
2025
Q2 		$1.42K Sell
75
-42
-36% -$750 ﹤0.01% 949
2025
Q1 		$1.35K Buy
117
+42
+56% +$695 ﹤0.01% 965
2024
Q4 		$1.13K Buy
+75
New +$1.14K ﹤0.01% 999

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 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

Whipplewood Advisors's AM Position: Q3 2025 in Review

Whipplewood Advisors sold out of Antero Midstream (AM) in Q3 2025, closing a stake of 75 shares — an estimated $1.42K sold.

Whipplewood Advisors first reported a position in AM in Q4 2024 and held it in 3 quarters. The position peaked at $1.42K in Q2 2025. 464 funds tracked by Wall St. Rank hold AM as of Q3 2025.

  • Whipplewood Advisors reported no remaining Antero Midstream position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 75 Antero Midstream shares in Q3 2025, an estimated $1.42K.
  • Whipplewood Advisors first reported a position in Antero Midstream in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Antero Midstream position peaked at $1.42K in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.