BWP
ARCH

Balboa Wealth Partners’s Arch Resources, Inc. ARCH Stock Holding History

Balboa Wealth Partners’s Portfolio ARCH Stock Details ARCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,800
Closed -$426K – 376
2024
Q2 		$426K Sell
2,800
-1,651
-37% -$265K 0.11% 148
2024
Q1 		$716K Buy
4,451
+1,873
+73% +$320K 0.21% 89
2023
Q4 		$428K Buy
2,578
+598
+30% +$94K 0.14% 126
2023
Q3 		$338K Sell
1,980
-225
-10% -$30.2K 0.13% 134
2023
Q2 		$249K Buy
2,205
+595
+37% +$71.3K 0.09% 188
2023
Q1 		$212K Buy
+1,610
New +$233K 0.08% 220

Other funds holding ARCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Balboa Wealth Partners's ARCH Position: Q3 2024 in Review

Balboa Wealth Partners sold out of Arch Resources, Inc. (ARCH) in Q3 2024, closing a stake of 2,800 shares — an estimated $426K sold.

Balboa Wealth Partners first reported a position in ARCH in Q1 2023 and held it in 6 quarters. The position peaked at $716K in Q1 2024. 244 funds tracked by Wall St. Rank hold ARCH as of Q3 2024.

  • Balboa Wealth Partners reported no remaining Arch Resources, Inc. position as of Q3 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,800 Arch Resources, Inc. shares in Q3 2024, an estimated $426K.
  • Balboa Wealth Partners first reported a position in Arch Resources, Inc. in Q1 2023 and held it in 6 quarters.
  • Balboa Wealth Partners's Arch Resources, Inc. position peaked at $716K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Arch Resources, Inc. as of Q3 2024.

Based on Balboa Wealth Partners's 13F filing for Q3 2024, filed 6 Nov 2024.