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AE Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

AE Wealth Management’s Portfolio ARLP Stock Details ARLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,441
Closed -$532K – 1194
2023
Q4 		$532K Buy
24,441
+1,005
+4% +$21.8K ﹤0.01% 1397
2023
Q3 		$528K Buy
23,436
+5,911
+34% +$118K ﹤0.01% 1348
2023
Q2 		$324K Buy
17,525
+218
+1% +$4.18K ﹤0.01% 1585
2023
Q1 		$349K Buy
17,307
+246
+1% +$5.04K ﹤0.01% 1480
2022
Q4 		$347K Buy
+17,061
New +$386K ﹤0.01% 1448

Other funds holding ARLP

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AE Wealth Management sold out of Alliance Resource Partners (ARLP) in Q1 2024, closing a stake of 24,441 shares — an estimated $532K sold.

AE Wealth Management first reported a position in ARLP in Q4 2022 and held it in 5 quarters. The position peaked at $532K in Q4 2023. 139 funds tracked by Wall St. Rank hold ARLP as of Q1 2024.

  • AE Wealth Management reported no remaining Alliance Resource Partners position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 24,441 Alliance Resource Partners shares in Q1 2024, an estimated $532K.
  • AE Wealth Management first reported a position in Alliance Resource Partners in Q4 2022 and held it in 5 quarters.
  • AE Wealth Management's Alliance Resource Partners position peaked at $532K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2024.

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