Donor Advised Charitable Giving
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Donor Advised Charitable Giving’s Atlas Energy Solutions AESI Stock Holding History

Donor Advised Charitable Giving’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 		– Sell
-1,040,757
Closed -$17.9M – 35
2023
Q4 		$17.9M Buy
+1,040,757
New +$19.2M 0.96% 2

Other funds holding AESI

Clearlake Capital Group
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
Whitebox Advisors
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Meridian Wealth Advisors
Meridian Wealth Advisors Austin, Texas $880M AUM 30.15% 1-Year Est. Return
St. Denis J. Villere & Co
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

Donor Advised Charitable Giving's AESI Position: Q1 2024 in Review

Donor Advised Charitable Giving sold out of Atlas Energy Solutions (AESI) in Q1 2024, closing a stake of 1,040,757 shares — an estimated $17.9M sold.

Donor Advised Charitable Giving first reported a position in AESI in Q4 2023 and held it in 1 quarter. The position peaked at $17.9M in Q4 2023. 160 funds tracked by Wall St. Rank hold AESI as of Q1 2024.

  • Donor Advised Charitable Giving reported no remaining Atlas Energy Solutions position as of Q1 2024 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 1,040,757 Atlas Energy Solutions shares in Q1 2024, an estimated $17.9M.
  • Donor Advised Charitable Giving first reported a position in Atlas Energy Solutions in Q4 2023 and held it in 1 quarter.
  • Donor Advised Charitable Giving's Atlas Energy Solutions position peaked at $17.9M in Q4 2023.
  • 160 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2024.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2024, filed 9 May 2024.