Dudley & Shanley’s ALPS Clean Energy ETF ACES Stock Holding History

Dudley & Shanley’s Portfolio ACES Stock Details ACES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-53,986	Closed	-$1.97M	–	35
2023 Q3	$1.97M	Sell	53,986 -46,814	-46%	-$2.02M	0.37%	29
2023 Q2	$4.55M	Buy	100,800 +48,750	+94%	+$2.13M	0.82%	27
2023 Q1	$2.42M	Hold	52,050	–	–	0.46%	26
2022 Q4	$2.37M	Buy	+52,050	New	+$2.72M	0.53%	22

Other funds holding ACES

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Dudley & Shanley's ACES Position: Q4 2023 in Review

Dudley & Shanley sold out of ALPS Clean Energy ETF (ACES) in Q4 2023, closing a stake of 53,986 shares — an estimated $1.97M sold.

Dudley & Shanley first reported a position in ACES in Q4 2022 and held it in 4 quarters. The position peaked at $4.55M in Q2 2023. 66 funds tracked by Wall St. Rank hold ACES as of Q4 2023.

Dudley & Shanley reported no remaining ALPS Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
Dudley & Shanley sold 53,986 ALPS Clean Energy ETF shares in Q4 2023, an estimated $1.97M.
Dudley & Shanley first reported a position in ALPS Clean Energy ETF in Q4 2022 and held it in 4 quarters.
Dudley & Shanley's ALPS Clean Energy ETF position peaked at $4.55M in Q2 2023.
66 funds tracked by Wall St. Rank held ALPS Clean Energy ETF as of Q4 2023.

Based on Dudley & Shanley's 13F filing for Q4 2023, filed 12 Jan 2024.