Williams Jones Wealth Management’s Antero Resources AR Stock Holding History

Williams Jones Wealth Management’s Portfolio AR Stock Details AR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,500	Closed	-$292K	–	544
2023 Q3	$292K	Buy	+11,500	New	+$297K	﹤0.01%	422
2023 Q1	–	Sell	-17,050	Closed	-$528K	–	575
2022 Q4	$528K	Sell	17,050 -2,000	-10%	-$69.1K	0.01%	347
2022 Q3	$582K	Buy	19,050 +5,700	+43%	+$210K	0.01%	341
2022 Q2	$409K	Buy	+13,350	New	+$488K	0.01%	397

Other funds holding AR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Williams Jones Wealth Management's AR Position: Q4 2023 in Review

Williams Jones Wealth Management sold out of Antero Resources (AR) in Q4 2023, closing a stake of 11,500 shares — an estimated $292K sold.

Williams Jones Wealth Management first reported a position in AR in Q2 2022 and held it in 4 quarters. The position peaked at $582K in Q3 2022. 384 funds tracked by Wall St. Rank hold AR as of Q4 2023.

Williams Jones Wealth Management reported no remaining Antero Resources position as of Q4 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 11,500 Antero Resources shares in Q4 2023, an estimated $292K.
Williams Jones Wealth Management first reported a position in Antero Resources in Q2 2022 and held it in 4 quarters.
Williams Jones Wealth Management's Antero Resources position peaked at $582K in Q3 2022.
384 funds tracked by Wall St. Rank held Antero Resources as of Q4 2023.

Based on Williams Jones Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.