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Wetzel Investment Advisors’s Atlas Energy Solutions AESI Stock Holding History

Wetzel Investment 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 		– Sell
-37
Closed -$837 – 142
2024
Q2 		$837 Hold
37
– – ﹤0.01% 834
2024
Q1 		$811 Hold
37
– – ﹤0.01% 947
2023
Q4 		$1K Buy
+37
New +$681 ﹤0.01% 918

Other funds holding AESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wetzel Investment Advisors's AESI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Atlas Energy Solutions (AESI) in Q3 2024, closing a stake of 37 shares — an estimated $837 sold.

Wetzel Investment Advisors first reported a position in AESI in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 185 funds tracked by Wall St. Rank hold AESI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Atlas Energy Solutions position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 37 Atlas Energy Solutions shares in Q3 2024, an estimated $837.
  • Wetzel Investment Advisors first reported a position in Atlas Energy Solutions in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Atlas Energy Solutions position peaked at $1K in Q4 2023.
  • 185 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.