CIBC Private Wealth Group

CIBC Private Wealth Group’s Alliance Resource Partners ARLP Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$46.5K	Hold	2,000	–	–	﹤0.01%	1814
2025 Q3	$50.6K	Hold	2,000	–	–	﹤0.01%	1790
2025 Q2	$52.3K	Hold	2,000	–	–	﹤0.01%	1643
2025 Q1	$51.7K	Buy	+2,000	New	+$53.4K	﹤0.01%	1614
2022 Q1	–	Sell	-20,000	Closed	-$253K	–	1262
2021 Q4	$253K	Buy	+20,000	New	+$225K	﹤0.01%	923
2018 Q3	–	Sell	-1,000	Closed	-$18K	–	1014
2018 Q2	$18K	Hold	1,000	–	–	﹤0.01%	1428
2018 Q1	$18K	Sell	1,000 -4,742	-83%	-$90.1K	﹤0.01%	1406
2017 Q4	$113K	Buy	+5,742	New	+$110K	﹤0.01%	1012

Other funds holding ARLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Jackson Hole Capital Partners Tulsa, Oklahoma $604M AUM 22.77% 1-Year Est. Return

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return