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Avion Wealth’s Alpha Metallurgical Resources AMR Stock Holding History

Avion Wealth’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 		$1K Hold
6
– – ﹤0.01% 1142
2026
Q2 		$0 Hold
6
– – ﹤0.01% 1414
2026
Q1 		$1K Hold
6
– – ﹤0.01% 958
2025
Q4 		$1K Hold
6
– – ﹤0.01% 961
2025
Q3 		$0 Buy
+6
New +$832 ﹤0.01% 1171
2025
Q2 		– Sell
-2
Closed – – 1131
2025
Q1 		$0 Buy
+2
New +$325 ﹤0.01% 993
2023
Q4 		– Sell
-2
Closed – – 1074
2023
Q3 		$0 Buy
+2
New +$391 ﹤0.01% 793

Other funds holding AMR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Systrade
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
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $232M AUM 38.39% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Avion Wealth's AMR Position: Q3 2026 in Review

Avion Wealth held its Alpha Metallurgical Resources (AMR) position steady in Q3 2026 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Avion Wealth first reported a position in AMR in Q3 2023 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold AMR as of Q3 2026.

  • Avion Wealth held 6 shares of Alpha Metallurgical Resources worth $1K as of Q3 2026.
  • Avion Wealth left its Alpha Metallurgical Resources share count unchanged in Q3 2026.
  • Alpha Metallurgical Resources made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1142 holding.
  • Avion Wealth first reported a position in Alpha Metallurgical Resources in Q3 2023 and has held it in 7 quarters since.
  • 133 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.