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Capital Advisors Ltd’s Alpha Metallurgical Resources AMR Stock Holding History

Capital Advisors Ltd’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
-12
Closed -$2K – 1322
2025
Q1 		$2K Sell
12
-11
-48% -$1.79K ﹤0.01% 1024
2024
Q4 		$5K Hold
23
– – ﹤0.01% 928
2024
Q3 		$5K Hold
23
– – ﹤0.01% 904
2024
Q2 		$6K Hold
23
– – ﹤0.01% 862
2024
Q1 		$8K Hold
23
– – ﹤0.01% 755
2023
Q4 		$8K Hold
23
– – ﹤0.01% 721
2023
Q3 		$6K Hold
23
– – ﹤0.01% 757
2023
Q2 		$4K Sell
23
-3
-12% -$459 ﹤0.01% 863
2023
Q1 		$4K Hold
26
– – ﹤0.01% 716
2022
Q4 		$4K Buy
26
+5
+24% +$789 ﹤0.01% 688
2022
Q3 		$3K Buy
+21
New +$2.92K ﹤0.01% 719

Other funds holding AMR

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
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

Capital Advisors Ltd's AMR Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Alpha Metallurgical Resources (AMR) in Q2 2025, closing a stake of 12 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in AMR in Q3 2022 and held it in 11 quarters. The position peaked at $8K in Q1 2024. 238 funds tracked by Wall St. Rank hold AMR as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Alpha Metallurgical Resources position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 12 Alpha Metallurgical Resources shares in Q2 2025, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Alpha Metallurgical Resources in Q3 2022 and held it in 11 quarters.
  • Capital Advisors Ltd's Alpha Metallurgical Resources position peaked at $8K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.