Arkfeld Wealth Strategies’s Adams Resources & Energy Inc AE Stock Holding History

Arkfeld Wealth Strategies’s Portfolio AE Stock Details AE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,248	Closed	-$369K	–	75
2022 Q1	$369K	Sell	10,248 -10	-0.1%	-$324	0.24%	52
2021 Q4	$301K	Sell	10,258 -17	-0.2%	-$501	0.18%	64
2021 Q3	$330K	Sell	10,275 -7,201	-41%	-$206K	0.2%	61
2021 Q2	$476K	Hold	17,476	–	–	0.29%	47
2021 Q1	$454K	Buy	+17,476	New	+$488K	0.29%	49
2020 Q4	–	Sell	-18,062	Closed	-$361K	–	71
2020 Q3	$361K	Buy	+18,062	New	+$400K	0.34%	47

Other funds holding AE

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

WIM

Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Arkfeld Wealth Strategies's AE Position: Q2 2022 in Review

Arkfeld Wealth Strategies sold out of Adams Resources & Energy Inc (AE) in Q2 2022, closing a stake of 10,248 shares — an estimated $369K sold.

Arkfeld Wealth Strategies first reported a position in AE in Q3 2020 and held it in 6 quarters. The position peaked at $476K in Q2 2021. 34 funds tracked by Wall St. Rank hold AE as of Q2 2022.

Arkfeld Wealth Strategies reported no remaining Adams Resources & Energy Inc position as of Q2 2022 after selling out during the quarter.
Arkfeld Wealth Strategies sold 10,248 Adams Resources & Energy Inc shares in Q2 2022, an estimated $369K.
Arkfeld Wealth Strategies first reported a position in Adams Resources & Energy Inc in Q3 2020 and held it in 6 quarters.
Arkfeld Wealth Strategies's Adams Resources & Energy Inc position peaked at $476K in Q2 2021.
34 funds tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q2 2022.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2022, filed 25 Jul 2022.