Institutional & Family Asset Management’s Atlas Energy Solutions AESI Stock Holding History

Institutional & Family Asset Management’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 Q2	$8.95K	Buy	449 +55	+14%	+$1.23K	﹤0.01%	433
2024 Q1	$8.91K	Buy	394 +138	+54%	+$2.57K	﹤0.01%	427
2023 Q4	$4.41K	Hold	256	–	–	﹤0.01%	494
2023 Q3	$5.69K	Hold	256	–	–	﹤0.01%	446
2023 Q2	$4.44K	Sell	256 -18	-7%	-$314	﹤0.01%	490
2023 Q1	$4.67K	Buy	+274	New	+$4.5K	﹤0.01%	488

Other funds holding AESI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institutional & Family Asset Management's AESI Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Atlas Energy Solutions (AESI) stake by 14% in Q2 2024, buying an estimated $1.23K and bringing the position to 449 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Institutional & Family Asset Management first reported a position in AESI in Q1 2023 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold AESI as of Q2 2024.

Institutional & Family Asset Management held 449 shares of Atlas Energy Solutions worth $8.95K as of Q2 2024.
Institutional & Family Asset Management bought 55 Atlas Energy Solutions shares in Q2 2024, an estimated $1.23K.
Atlas Energy Solutions made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #433 holding.
Institutional & Family Asset Management first reported a position in Atlas Energy Solutions in Q1 2023 and has held it in 6 quarters since.
174 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.