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Clearstead Advisors’s Ramaco Resources Class B METCB Stock Holding History

Clearstead Advisors’s Portfolio METCB Stock Details METCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$15 – 2819
2025
Q1 		$15 Buy
2
+1
+100% +$8 ﹤0.01% 2184
2024
Q4 		$10 Buy
+1
New +$10 ﹤0.01% 2086

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YEPI
Yorktown Energy Partners IX New York $57.5M AUM 108.66% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Clearstead Advisors's METCB Position: Q2 2025 in Review

Clearstead Advisors sold out of Ramaco Resources Class B (METCB) in Q2 2025, closing a stake of 2 shares — an estimated $15 sold.

Clearstead Advisors first reported a position in METCB in Q4 2024 and held it in 2 quarters. The position peaked at $15 in Q1 2025. 97 funds tracked by Wall St. Rank hold METCB as of Q2 2025.

  • Clearstead Advisors reported no remaining Ramaco Resources Class B position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 2 Ramaco Resources Class B shares in Q2 2025, an estimated $15.
  • Clearstead Advisors first reported a position in Ramaco Resources Class B in Q4 2024 and held it in 2 quarters.
  • Clearstead Advisors's Ramaco Resources Class B position peaked at $15 in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Ramaco Resources Class B as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.