Concourse Financial Group Securities’s Alliance Resource Partners ARLP Stock Holding History

Concourse Financial Group Securities’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 Q3	–	Sell	-1,500	Closed	-$29.9K	–	2312
2023 Q2	$27.7K	Hold	1,500	–	–	﹤0.01%	1339
2023 Q1	$30.3K	Hold	1,500	–	–	﹤0.01%	1304
2022 Q4	$30.5K	Buy	+1,500	New	+$34K	﹤0.01%	1288
2022 Q3	–	Sell	-1,500	Closed	-$34.3K	–	2063
2022 Q2	$27K	Hold	1,500	–	–	﹤0.01%	1332
2022 Q1	$23K	Buy	+1,500	New	+$21.2K	﹤0.01%	1438
2019 Q2	–	Sell	-309	Closed	-$5.61K	–	2228
2019 Q1	$6K	Buy	+309	New	+$5.98K	﹤0.01%	1667

Other funds holding ARLP

Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concourse Financial Group Securities's ARLP Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of Alliance Resource Partners (ARLP) in Q3 2023, closing a stake of 1,500 shares — an estimated $29.9K sold.

Concourse Financial Group Securities first reported a position in ARLP in Q1 2019 and held it in 6 quarters. The position peaked at $30.5K in Q4 2022. 141 funds tracked by Wall St. Rank hold ARLP as of Q3 2023.

Concourse Financial Group Securities reported no remaining Alliance Resource Partners position as of Q3 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 1,500 Alliance Resource Partners shares in Q3 2023, an estimated $29.9K.
Concourse Financial Group Securities first reported a position in Alliance Resource Partners in Q1 2019 and held it in 6 quarters.
Concourse Financial Group Securities's Alliance Resource Partners position peaked at $30.5K in Q4 2022.
141 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.