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AE Wealth Management’s Alpha Metallurgical Resources AMR Stock Holding History

AE Wealth Management’s Portfolio AMR Stock Details AMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,117
Closed -$431K – 1182
2023
Q4 		$431K Buy
+1,117
New +$294K ﹤0.01% 1529

Other funds holding AMR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

AE Wealth Management's AMR Position: Q1 2024 in Review

AE Wealth Management sold out of Alpha Metallurgical Resources (AMR) in Q1 2024, closing a stake of 1,117 shares — an estimated $431K sold.

AE Wealth Management first reported a position in AMR in Q4 2023 and held it in 1 quarter. The position peaked at $431K in Q4 2023. 289 funds tracked by Wall St. Rank hold AMR as of Q1 2024.

  • AE Wealth Management reported no remaining Alpha Metallurgical Resources position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 1,117 Alpha Metallurgical Resources shares in Q1 2024, an estimated $431K.
  • AE Wealth Management first reported a position in Alpha Metallurgical Resources in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Alpha Metallurgical Resources position peaked at $431K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.