Number of Shares
84,402.00
Current Holdings Value*
$1.64 Mil
% of Portfolio
0.93%
Total Estimate Gain
$-715,728.96
% of Total Estimate Gain
-37.79%

Copeland SMID Cap Dividend Growth Fund's Atlas Energy Solutions Inc Holding Summary

As of 2025-02-28, Copeland Trust held 84,402.00 shares of Atlas Energy Solutions Inc(AESI), totaling $1.64 Mil. This investment constitutes 0.93% of their stock portfolio, and Copeland Trust now holds 0.07% of the outstanding Atlas Energy Solutions Inc(AESI) stock.

The initial trade took place in 2025Q1. And since then Copeland SMID Cap Dividend Growth Fund has made 1 purchases of AESI, at an average price of $22.44, for a total of 84,402.00 shares. Based on historical transaction data and AESI's current price of $13.96, Copeland SMID Cap Dividend Growth Fund's estimated gain on his AESI holdings is $-715,728.96, reflecting a -37.79% gain to date.

Copeland SMID Cap Dividend Growth Fund AESI ($13.96) Holding Chart

Copeland SMID Cap Dividend Growth Fund AESI ($13.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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