AssetMark Inc’s Alpha Metallurgical Resources AMR Stock Holding History

AssetMark Inc’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
2026 Q3	–	Sell	-2	Closed	-$330	–	3773
2026 Q2	$330	Hold	2	–	–	﹤0.01%	3360
2026 Q1	$411	Hold	2	–	–	﹤0.01%	3211
2025 Q4	$400	Buy	+2	New	+$346	﹤0.01%	3140
2025 Q2	–	Sell	-4	Closed	-$501	–	3008
2025 Q1	$501	Sell	4 -1	-20%	-$163	﹤0.01%	2416
2024 Q4	$1K	Hold	5	–	–	﹤0.01%	2244
2024 Q3	$1.18K	Buy	5 +2	+67%	+$511	﹤0.01%	1967
2024 Q2	$842	Buy	+3	New	+$929	﹤0.01%	1871

Other funds holding AMR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

AssetMark Inc's AMR Position: Q3 2026 in Review

AssetMark Inc sold out of Alpha Metallurgical Resources (AMR) in Q3 2026, closing a stake of 2 shares — an estimated $330 sold.

AssetMark Inc first reported a position in AMR in Q2 2024 and held it in 7 quarters. The position peaked at $1.18K in Q3 2024. 74 funds tracked by Wall St. Rank hold AMR as of Q3 2026.

AssetMark Inc reported no remaining Alpha Metallurgical Resources position as of Q3 2026 after selling out during the quarter.
AssetMark Inc sold 2 Alpha Metallurgical Resources shares in Q3 2026, an estimated $330.
AssetMark Inc first reported a position in Alpha Metallurgical Resources in Q2 2024 and held it in 7 quarters.
AssetMark Inc's Alpha Metallurgical Resources position peaked at $1.18K in Q3 2024.
74 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.