AWM
HCC icon

AE Wealth Management’s Warrior Met Coal HCC Stock Holding History

AE Wealth Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,320
Closed -$739K – 1930
2022
Q4 		$739K Buy
21,320
+1,109
+5% +$39.2K 0.01% 1118
2022
Q3 		$575K Buy
+20,211
New +$622K ﹤0.01% 1180

Other funds holding HCC

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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AE Wealth Management's HCC Position: Q1 2023 in Review

AE Wealth Management sold out of Warrior Met Coal (HCC) in Q1 2023, closing a stake of 21,320 shares — an estimated $739K sold.

AE Wealth Management first reported a position in HCC in Q3 2022 and held it in 2 quarters. The position peaked at $739K in Q4 2022. 228 funds tracked by Wall St. Rank hold HCC as of Q1 2023.

  • AE Wealth Management reported no remaining Warrior Met Coal position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 21,320 Warrior Met Coal shares in Q1 2023, an estimated $739K.
  • AE Wealth Management first reported a position in Warrior Met Coal in Q3 2022 and held it in 2 quarters.
  • AE Wealth Management's Warrior Met Coal position peaked at $739K in Q4 2022.
  • 228 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.