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Clearstead Trust’s Alpha Metallurgical Resources AMR Stock Holding History

Clearstead Trust’s Portfolio AMR Stock Details AMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$329 – 1033
2025
Q3 		$329 Hold
2
– – ﹤0.01% 1440
2025
Q2 		$225 Buy
+2
New +$234 ﹤0.01% 1459

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State Street
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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Clearstead Trust's AMR Position: Q4 2025 in Review

Clearstead Trust sold out of Alpha Metallurgical Resources (AMR) in Q4 2025, closing a stake of 2 shares — an estimated $329 sold.

Clearstead Trust first reported a position in AMR in Q2 2025 and held it in 2 quarters. The position peaked at $329 in Q3 2025. 273 funds tracked by Wall St. Rank hold AMR as of Q4 2025.

  • Clearstead Trust reported no remaining Alpha Metallurgical Resources position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 2 Alpha Metallurgical Resources shares in Q4 2025, an estimated $329.
  • Clearstead Trust first reported a position in Alpha Metallurgical Resources in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Alpha Metallurgical Resources position peaked at $329 in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.