WealthSource Partners’s Atlas Energy Solutions AESI Stock Holding History

WealthSource Partners’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 Q4	$172K	Buy	+10,000	New	+$184K	0.01%	485

Other funds holding AESI

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

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

VWM

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

MWA

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WealthSource Partners's AESI Position: Q4 2023 in Review

WealthSource Partners opened a new position in Atlas Energy Solutions (AESI) in Q4 2023: 10,000 shares worth $172K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings.

120 funds tracked by Wall St. Rank hold AESI as of Q4 2023.

WealthSource Partners held 10,000 shares of Atlas Energy Solutions worth $172K as of Q4 2023.
Atlas Energy Solutions was a new WealthSource Partners position in Q4 2023.
Atlas Energy Solutions made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #485 holding.
120 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.