MassMutual Private Wealth & Trust’s Adams Resources & Energy Inc AE Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio AE Stock Details AE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-77	Closed	-$2.91K	–	2525
2024 Q4	$2.91K	Buy	+77	New	+$2.5K	﹤0.01%	1717

Other funds holding AE

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MassMutual Private Wealth & Trust's AE Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Adams Resources & Energy Inc (AE) in Q1 2025, closing a stake of 77 shares — an estimated $2.91K sold.

MassMutual Private Wealth & Trust first reported a position in AE in Q4 2024 and held it in 1 quarter. The position peaked at $2.91K in Q4 2024. 1 fund tracked by Wall St. Rank holds AE as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining Adams Resources & Energy Inc position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 77 Adams Resources & Energy Inc shares in Q1 2025, an estimated $2.91K.
MassMutual Private Wealth & Trust first reported a position in Adams Resources & Energy Inc in Q4 2024 and held it in 1 quarter.
MassMutual Private Wealth & Trust's Adams Resources & Energy Inc position peaked at $2.91K in Q4 2024.
1 fund tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.