Capstone Investment Advisors
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Capstone Investment Advisors’s American Resources Corp AREC Stock Holding History

Capstone Investment Advisors’s Portfolio AREC Stock Details AREC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-17,948
Closed -$68K – 1712
2021
Q1 		$68K Buy
+17,948
New +$73K ﹤0.01% 1583

Other funds holding AREC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Capstone Investment Advisors's AREC Position: Q2 2021 in Review

Capstone Investment Advisors sold out of American Resources Corp (AREC) in Q2 2021, closing a stake of 17,948 shares — an estimated $68K sold.

Capstone Investment Advisors first reported a position in AREC in Q1 2021 and held it in 1 quarter. The position peaked at $68K in Q1 2021. 31 funds tracked by Wall St. Rank hold AREC as of Q2 2021.

  • Capstone Investment Advisors reported no remaining American Resources Corp position as of Q2 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 17,948 American Resources Corp shares in Q2 2021, an estimated $68K.
  • Capstone Investment Advisors first reported a position in American Resources Corp in Q1 2021 and held it in 1 quarter.
  • Capstone Investment Advisors's American Resources Corp position peaked at $68K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held American Resources Corp as of Q2 2021.

Based on Capstone Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.