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

Axxcess 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
Q2 		– Sell
-10,400
Closed -$209K – 848
2024
Q1 		$209K Buy
+10,400
New +$212K 0.01% 807

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
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Axxcess Wealth Management's ARLP Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Alliance Resource Partners (ARLP) in Q2 2024, closing a stake of 10,400 shares — an estimated $209K sold.

Axxcess Wealth Management first reported a position in ARLP in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 157 funds tracked by Wall St. Rank hold ARLP as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Alliance Resource Partners position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,400 Alliance Resource Partners shares in Q2 2024, an estimated $209K.
  • Axxcess Wealth Management first reported a position in Alliance Resource Partners in Q1 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's Alliance Resource Partners position peaked at $209K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.