Raymond James Financial Services Advisors’s Atlas Energy Solutions AESI Stock Holding History

Raymond James Financial Services Advisors’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 Q3	$239K	Sell	10,964 -2,770	-20%	-$57.2K	﹤0.01%	3075
2024 Q2	$274K	Sell	13,734 -11,808	-46%	-$263K	﹤0.01%	2932
2024 Q1	$578K	Buy	+25,542	New	+$476K	﹤0.01%	2412
2023 Q4	–	Sell	-13,119	Closed	-$292K	–	3292
2023 Q3	$292K	Buy	+13,119	New	+$274K	﹤0.01%	2677

Other funds holding AESI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

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

MWA

Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Raymond James Financial Services Advisors's AESI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Atlas Energy Solutions (AESI) stake by 20% in Q3 2024, selling an estimated $57.2K and leaving 10,964 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.

Raymond James Financial Services Advisors first reported a position in AESI in Q3 2023 and has held it in 4 quarters since. The position peaked at $578K in Q1 2024. 185 funds tracked by Wall St. Rank hold AESI as of Q3 2024.

Raymond James Financial Services Advisors held 10,964 shares of Atlas Energy Solutions worth $239K as of Q3 2024.
Raymond James Financial Services Advisors sold 2,770 Atlas Energy Solutions shares in Q3 2024, an estimated $57.2K.
Atlas Energy Solutions made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3075 holding.
Raymond James Financial Services Advisors first reported a position in Atlas Energy Solutions in Q3 2023 and has held it in 4 quarters since.
Raymond James Financial Services Advisors's Atlas Energy Solutions position peaked at $578K in Q1 2024.
185 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.