CAPTRUST Financial Advisors
AEAEU

CAPTRUST Financial Advisors’s AltEnergy Acquisition Corp Unit AEAEU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AEAEU Stock Details AEAEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-28,656
Closed -$289K – 2287
2022
Q3 		$289K Hold
28,656
– – ﹤0.01% 1569
2022
Q2 		$286K Sell
28,656
-6,205
-18% -$62.3K ﹤0.01% 1453
2022
Q1 		$348K Hold
34,861
– – ﹤0.01% 1349
2021
Q4 		$352K Buy
+34,861
New +$351K ﹤0.01% 1301

Other funds holding AEAEU

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

CAPTRUST Financial Advisors's AEAEU Position: Q4 2022 in Review

CAPTRUST Financial Advisors sold out of AltEnergy Acquisition Corp Unit (AEAEU) in Q4 2022, closing a stake of 28,656 shares — an estimated $289K sold.

CAPTRUST Financial Advisors first reported a position in AEAEU in Q4 2021 and held it in 4 quarters. The position peaked at $352K in Q4 2021. 10 funds tracked by Wall St. Rank hold AEAEU as of Q4 2022.

  • CAPTRUST Financial Advisors reported no remaining AltEnergy Acquisition Corp Unit position as of Q4 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 28,656 AltEnergy Acquisition Corp Unit shares in Q4 2022, an estimated $289K.
  • CAPTRUST Financial Advisors first reported a position in AltEnergy Acquisition Corp Unit in Q4 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's AltEnergy Acquisition Corp Unit position peaked at $352K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held AltEnergy Acquisition Corp Unit as of Q4 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.