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Cary Street Partners Investment Advisory’s Alliance Resource Partners ARLP Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio ARLP Stock Details ARLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$9.01K – 702
2023
Q3 		$9.01K Sell
400
-1,000
-71% -$19.9K ﹤0.01% 1324
2023
Q2 		$25.9K Buy
1,400
+400
+40% +$7.67K ﹤0.01% 982
2023
Q1 		$20.2K Hold
1,000
– – ﹤0.01% 971
2022
Q4 		$20.3K Buy
+1,000
New +$22.6K ﹤0.01% 976

Other funds holding ARLP

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Cary Street Partners Investment Advisory's ARLP Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Alliance Resource Partners (ARLP) in Q4 2023, closing a stake of 400 shares — an estimated $9.01K sold.

Cary Street Partners Investment Advisory first reported a position in ARLP in Q4 2022 and held it in 4 quarters. The position peaked at $25.9K in Q2 2023. 138 funds tracked by Wall St. Rank hold ARLP as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Alliance Resource Partners position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 400 Alliance Resource Partners shares in Q4 2023, an estimated $9.01K.
  • Cary Street Partners Investment Advisory first reported a position in Alliance Resource Partners in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Alliance Resource Partners position peaked at $25.9K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.