Atria Investments’s Adams Resources & Energy Inc AE Stock Holding History

Atria Investments’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
2025 Q1	–	Sell	-6,809	Closed	-$257K	–	2025
2024 Q4	$257K	Buy	+6,809	New	+$221K	﹤0.01%	1672

Other funds holding AE

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Atria Investments's AE Position: Q1 2025 in Review

Atria Investments sold out of Adams Resources & Energy Inc (AE) in Q1 2025, closing a stake of 6,809 shares — an estimated $257K sold.

Atria Investments first reported a position in AE in Q4 2024 and held it in 1 quarter. The position peaked at $257K in Q4 2024. 1 fund tracked by Wall St. Rank holds AE as of Q1 2025.

Atria Investments reported no remaining Adams Resources & Energy Inc position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 6,809 Adams Resources & Energy Inc shares in Q1 2025, an estimated $257K.
Atria Investments first reported a position in Adams Resources & Energy Inc in Q4 2024 and held it in 1 quarter.
Atria Investments's Adams Resources & Energy Inc position peaked at $257K in Q4 2024.
1 fund tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.