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Coppell Advisory Solutions’s Atlas Energy Solutions AESI Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-329
Closed -$7.34K – 362
2024
Q4 		$7.34K Buy
+329
New +$7.09K ﹤0.01% 1216

Other funds holding AESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Coppell Advisory Solutions's AESI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Atlas Energy Solutions (AESI) in Q1 2025, closing a stake of 329 shares — an estimated $7.34K sold.

Coppell Advisory Solutions first reported a position in AESI in Q4 2024 and held it in 1 quarter. The position peaked at $7.34K in Q4 2024. 256 funds tracked by Wall St. Rank hold AESI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Atlas Energy Solutions position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 329 Atlas Energy Solutions shares in Q1 2025, an estimated $7.34K.
  • Coppell Advisory Solutions first reported a position in Atlas Energy Solutions in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Atlas Energy Solutions position peaked at $7.34K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.