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Pathstone Family Office’s Atlas Energy Solutions AESI Stock Holding History

Pathstone Family Office’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
2023
Q3 		$942K Buy
42,363
+27,363
+182% +$572K 0.01% 739
2023
Q2 		$260K Buy
+15,000
New +$261K ﹤0.01% 1029

Other funds holding AESI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Pathstone Family Office's AESI Position: Q3 2023 in Review

Pathstone Family Office increased its Atlas Energy Solutions (AESI) stake by 182% in Q3 2023, buying an estimated $572K and bringing the position to 42,363 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #739.

Pathstone Family Office first reported a position in AESI in Q2 2023 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold AESI as of Q3 2023.

  • Pathstone Family Office held 42,363 shares of Atlas Energy Solutions worth $942K as of Q3 2023.
  • Pathstone Family Office bought 27,363 Atlas Energy Solutions shares in Q3 2023, an estimated $572K.
  • Atlas Energy Solutions made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #739 holding.
  • Pathstone Family Office first reported a position in Atlas Energy Solutions in Q2 2023 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.