Cambridge Investment Research Advisors
AE

Cambridge Investment Research Advisors’s Adams Resources & Energy Inc AE Stock Holding History

Cambridge Investment Research Advisors’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
-5,627
Closed -$217K – 3240
2022
Q1 		$217K Buy
+5,627
New +$182K ﹤0.01% 2804

Other funds holding AE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

Cambridge Investment Research Advisors's AE Position: Q2 2022 in Review

Cambridge Investment Research Advisors sold out of Adams Resources & Energy Inc (AE) in Q2 2022, closing a stake of 5,627 shares — an estimated $217K sold.

Cambridge Investment Research Advisors first reported a position in AE in Q1 2022 and held it in 1 quarter. The position peaked at $217K in Q1 2022. 34 funds tracked by Wall St. Rank hold AE as of Q2 2022.

  • Cambridge Investment Research Advisors reported no remaining Adams Resources & Energy Inc position as of Q2 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,627 Adams Resources & Energy Inc shares in Q2 2022, an estimated $217K.
  • Cambridge Investment Research Advisors first reported a position in Adams Resources & Energy Inc in Q1 2022 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Adams Resources & Energy Inc position peaked at $217K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q2 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.