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Cetera Advisor Networks’s Atlas Energy Solutions AESI Stock Holding History

Cetera Advisor Networks’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 		$1.93M Buy
85,348
+1,202
+1% +$22.4K 0.01% 1041
2023
Q4 		$1.45M Buy
+84,146
New +$1.55M 0.01% 1138

Other funds holding AESI

CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 14.02% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $880M AUM 30.15% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cetera Advisor Networks's AESI Position: Q1 2024 in Review

Cetera Advisor Networks increased its Atlas Energy Solutions (AESI) stake by 1.4% in Q1 2024, buying an estimated $22.4K and bringing the position to 85,348 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #1041.

Cetera Advisor Networks first reported a position in AESI in Q4 2023 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold AESI as of Q1 2024.

  • Cetera Advisor Networks held 85,348 shares of Atlas Energy Solutions worth $1.93M as of Q1 2024.
  • Cetera Advisor Networks bought 1,202 Atlas Energy Solutions shares in Q1 2024, an estimated $22.4K.
  • Atlas Energy Solutions made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1041 holding.
  • Cetera Advisor Networks first reported a position in Atlas Energy Solutions in Q4 2023 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.