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BOK Financial Private Wealth’s Atlas Energy Solutions AESI Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-13,223
Closed -$228K – 455
2023
Q4 		$228K Buy
+13,223
New +$243K 0.02% 156

Other funds holding AESI

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BOK Financial Private Wealth's AESI Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Atlas Energy Solutions (AESI) in Q1 2024, closing a stake of 13,223 shares — an estimated $228K sold.

BOK Financial Private Wealth first reported a position in AESI in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 160 funds tracked by Wall St. Rank hold AESI as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Atlas Energy Solutions position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 13,223 Atlas Energy Solutions shares in Q1 2024, an estimated $228K.
  • BOK Financial Private Wealth first reported a position in Atlas Energy Solutions in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Atlas Energy Solutions position peaked at $228K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.