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B. Riley Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-14,267
Closed -$349K – 1269
2024
Q2 		$349K Sell
14,267
-1,800
-11% -$40.8K 0.01% 953
2024
Q1 		$362K Sell
16,067
-5,943
-27% -$121K 0.01% 953
2023
Q4 		$466K Buy
22,010
+5,943
+37% +$129K 0.01% 847
2023
Q3 		$362K Sell
16,067
-6,720
-29% -$134K 0.01% 953
2023
Q2 		$421K Buy
22,787
+2,040
+10% +$39.1K 0.01% 947
2023
Q1 		$418K Buy
20,747
+3,777
+22% +$77.3K 0.01% 887
2022
Q4 		$345K Buy
+16,970
New +$384K 0.01% 966
2015
Q1 		– Sell
-2,285
Closed -$98 – 655
2014
Q4 		$98 Buy
+2,285
New +$101K ﹤0.01% 1756
2014
Q3 		– Sell
-2,357
Closed -$110K – 731
2014
Q2 		$110K Buy
+2,357
New +$105K 0.03% 676

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 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

B. Riley Wealth Advisors's ARLP Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Alliance Resource Partners (ARLP) in Q3 2024, closing a stake of 14,267 shares — an estimated $349K sold.

B. Riley Wealth Advisors first reported a position in ARLP in Q2 2014 and held it in 9 quarters. The position peaked at $466K in Q4 2023. 151 funds tracked by Wall St. Rank hold ARLP as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Alliance Resource Partners position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,267 Alliance Resource Partners shares in Q3 2024, an estimated $349K.
  • B. Riley Wealth Advisors first reported a position in Alliance Resource Partners in Q2 2014 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Alliance Resource Partners position peaked at $466K in Q4 2023.
  • 151 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.