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AE Wealth Management’s Mach Natural Resources MNR Stock Holding History

AE Wealth Management’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,231
Closed -$244K – 2236
2024
Q4 		$244K Hold
14,231
– – ﹤0.01% 1185
2024
Q3 		$228K Buy
+14,231
New +$264K ﹤0.01% 1128

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AE Wealth Management's MNR Position: Q1 2025 in Review

AE Wealth Management sold out of Mach Natural Resources (MNR) in Q1 2025, closing a stake of 14,231 shares — an estimated $244K sold.

AE Wealth Management first reported a position in MNR in Q3 2024 and held it in 2 quarters. The position peaked at $244K in Q4 2024. 50 funds tracked by Wall St. Rank hold MNR as of Q1 2025.

  • AE Wealth Management reported no remaining Mach Natural Resources position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 14,231 Mach Natural Resources shares in Q1 2025, an estimated $244K.
  • AE Wealth Management first reported a position in Mach Natural Resources in Q3 2024 and held it in 2 quarters.
  • AE Wealth Management's Mach Natural Resources position peaked at $244K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Mach Natural Resources as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.