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Bogart Wealth LLC’s Alpha Metallurgical Resources AMR Stock Holding History

Bogart Wealth LLC’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
2025
Q2 		– Sell
-42
Closed -$5.26K – 1456
2025
Q1 		$5.26K Buy
+42
New +$6.83K ﹤0.01% 893

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Dimensional Fund Advisors
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Renaissance Technologies
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CGIC
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DS
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Bogart Wealth LLC's AMR Position: Q2 2025 in Review

Bogart Wealth LLC sold out of Alpha Metallurgical Resources (AMR) in Q2 2025, closing a stake of 42 shares — an estimated $5.26K sold.

Bogart Wealth LLC first reported a position in AMR in Q1 2025 and held it in 1 quarter. The position peaked at $5.26K in Q1 2025. 238 funds tracked by Wall St. Rank hold AMR as of Q2 2025.

  • Bogart Wealth LLC reported no remaining Alpha Metallurgical Resources position as of Q2 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 42 Alpha Metallurgical Resources shares in Q2 2025, an estimated $5.26K.
  • Bogart Wealth LLC first reported a position in Alpha Metallurgical Resources in Q1 2025 and held it in 1 quarter.
  • Bogart Wealth LLC's Alpha Metallurgical Resources position peaked at $5.26K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.