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Carolina Wealth Advisors’s Warrior Met Coal HCC Stock Holding History

Carolina Wealth Advisors’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,019
Closed -$129K – 318
2024
Q3 		$129K Buy
2,019
+41
+2% +$2.55K 0.07% 63
2024
Q2 		$124K Buy
1,978
+126
+7% +$8.16K 0.06% 63
2024
Q1 		$112K Hold
1,852
– – 0.06% 71
2023
Q4 		$113K Hold
1,852
– – 0.06% 80
2023
Q3 		$94.6K Sell
1,852
-81
-4% -$3.4K 0.05% 90
2023
Q2 		$75.3K Buy
+1,933
New +$70K 0.05% 87

Other funds holding HCC

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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Carolina Wealth Advisors's HCC Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Warrior Met Coal (HCC) in Q4 2024, closing a stake of 2,019 shares — an estimated $129K sold.

Carolina Wealth Advisors first reported a position in HCC in Q2 2023 and held it in 6 quarters. The position peaked at $129K in Q3 2024. 272 funds tracked by Wall St. Rank hold HCC as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining Warrior Met Coal position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,019 Warrior Met Coal shares in Q4 2024, an estimated $129K.
  • Carolina Wealth Advisors first reported a position in Warrior Met Coal in Q2 2023 and held it in 6 quarters.
  • Carolina Wealth Advisors's Warrior Met Coal position peaked at $129K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Warrior Met Coal as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.