Creative Planning’s Arch Resources, Inc. ARCH Stock Holding History

Creative Planning’s Portfolio ARCH Stock Details ARCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,981	Closed	-$845K	–	3798
2024 Q4	$845K	Buy	5,981 +694	+13%	+$106K	﹤0.01%	1775
2024 Q3	$730K	Buy	5,287 +2,575	+95%	+$355K	﹤0.01%	1780
2024 Q2	$413K	Buy	2,712 +1,015	+60%	+$163K	﹤0.01%	2099
2024 Q1	$273K	Buy	1,697 +212	+14%	+$36.2K	﹤0.01%	2328
2023 Q4	$246K	Buy	+1,485	New	+$233K	﹤0.01%	2250
2017 Q3	–	Sell	-233	Closed	-$16K	–	4210
2017 Q2	$16K	Sell	233 -73	-24%	-$5.13K	﹤0.01%	3342
2017 Q1	$21K	Buy	306 +297	+3,300%	+$21.1K	﹤0.01%	3115
2016 Q4	$1K	Buy	+9	New	+$681	﹤0.01%	4541

Other funds holding ARCH

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's ARCH Position: Q1 2025 in Review

Creative Planning sold out of Arch Resources, Inc. (ARCH) in Q1 2025, closing a stake of 5,981 shares — an estimated $845K sold.

Creative Planning first reported a position in ARCH in Q4 2016 and held it in 8 quarters. The position peaked at $845K in Q4 2024. 3 funds tracked by Wall St. Rank hold ARCH as of Q1 2025.

Creative Planning reported no remaining Arch Resources, Inc. position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 5,981 Arch Resources, Inc. shares in Q1 2025, an estimated $845K.
Creative Planning first reported a position in Arch Resources, Inc. in Q4 2016 and held it in 8 quarters.
Creative Planning's Arch Resources, Inc. position peaked at $845K in Q4 2024.
3 funds tracked by Wall St. Rank held Arch Resources, Inc. as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.