Cerity Partners
AE

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

Cerity 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
2025
Q1 		– Sell
-20,350
Closed -$549K – 2661
2024
Q4 		$549K Hold
20,350
– – ﹤0.01% 1706
2024
Q3 		$549K Buy
20,350
+10,977
+117% +$276K ﹤0.01% 1727
2024
Q2 		$262K Buy
+9,373
New +$260K ﹤0.01% 1892

Other funds holding AE

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cerity Partners's AE Position: Q1 2025 in Review

Cerity Partners sold out of Adams Resources & Energy Inc (AE) in Q1 2025, closing a stake of 20,350 shares — an estimated $549K sold.

Cerity Partners first reported a position in AE in Q2 2024 and held it in 3 quarters. The position peaked at $549K in Q4 2024. 1 fund tracked by Wall St. Rank holds AE as of Q1 2025.

  • Cerity Partners reported no remaining Adams Resources & Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 20,350 Adams Resources & Energy Inc shares in Q1 2025, an estimated $549K.
  • Cerity Partners first reported a position in Adams Resources & Energy Inc in Q2 2024 and held it in 3 quarters.
  • Cerity Partners's Adams Resources & Energy Inc position peaked at $549K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.