CCP
AE

Carmel Capital Partners’s Adams Resources & Energy Inc AE Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-34
Closed -$1.15K – 747
2023
Q3 		$1.15K Buy
+34
New +$1.19K ﹤0.01% 664

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AF
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NIM
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FSCM
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BlackRock
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Vanguard Group
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmel Capital Partners's AE Position: Q4 2023 in Review

Carmel Capital Partners sold out of Adams Resources & Energy Inc (AE) in Q4 2023, closing a stake of 34 shares — an estimated $1.15K sold.

Carmel Capital Partners first reported a position in AE in Q3 2023 and held it in 1 quarter. The position peaked at $1.15K in Q3 2023. 30 funds tracked by Wall St. Rank hold AE as of Q4 2023.

  • Carmel Capital Partners reported no remaining Adams Resources & Energy Inc position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 34 Adams Resources & Energy Inc shares in Q4 2023, an estimated $1.15K.
  • Carmel Capital Partners first reported a position in Adams Resources & Energy Inc in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Adams Resources & Energy Inc position peaked at $1.15K in Q3 2023.
  • 30 funds tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.