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Avior Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

Avior Wealth Management’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$119 – 2310
2024
Q2 		$119 Buy
6
+3
+100% +$67 ﹤0.01% 2206
2024
Q1 		$67 Buy
+3
New +$56 ﹤0.01% 3365

Other funds holding AESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avior Wealth Management's AESI Position: Q3 2024 in Review

Avior Wealth Management sold out of Atlas Energy Solutions (AESI) in Q3 2024, closing a stake of 6 shares — an estimated $119 sold.

Avior Wealth Management first reported a position in AESI in Q1 2024 and held it in 2 quarters. The position peaked at $119 in Q2 2024. 185 funds tracked by Wall St. Rank hold AESI as of Q3 2024.

  • Avior Wealth Management reported no remaining Atlas Energy Solutions position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Atlas Energy Solutions shares in Q3 2024, an estimated $119.
  • Avior Wealth Management first reported a position in Atlas Energy Solutions in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Atlas Energy Solutions position peaked at $119 in Q2 2024.
  • 185 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.