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Atria Wealth Solutions’s Alliance Resource Partners ARLP Stock Holding History

Atria Wealth Solutions’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
2023
Q1 		– Sell
-10,731
Closed -$218K – 1859
2022
Q4 		$218K Buy
+10,731
New +$243K ﹤0.01% 1559

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Atria Wealth Solutions's ARLP Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Alliance Resource Partners (ARLP) in Q1 2023, closing a stake of 10,731 shares — an estimated $218K sold.

Atria Wealth Solutions first reported a position in ARLP in Q4 2022 and held it in 1 quarter. The position peaked at $218K in Q4 2022. 124 funds tracked by Wall St. Rank hold ARLP as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Alliance Resource Partners position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,731 Alliance Resource Partners shares in Q1 2023, an estimated $218K.
  • Atria Wealth Solutions first reported a position in Alliance Resource Partners in Q4 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Alliance Resource Partners position peaked at $218K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.