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Essex Investment Management’s American Resources Corp AREC Stock Holding History

Essex Investment Management’s Portfolio AREC Stock Details AREC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,072,470
Closed -$2.1M – 359
2023
Q2 		$2.1M Buy
1,072,470
+126,514
+13% +$193K 0.29% 121
2023
Q1 		$1.42M Buy
945,956
+138,975
+17% +$208K 0.21% 150
2022
Q4 		$1.06M Sell
806,981
-6,310
-0.8% -$11.5K 0.17% 187
2022
Q3 		$2.17M Buy
+813,291
New +$1.99M 0.35% 92

Other funds holding AREC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Essex Investment Management's AREC Position: Q3 2023 in Review

Essex Investment Management sold out of American Resources Corp (AREC) in Q3 2023, closing a stake of 1,072,470 shares — an estimated $2.1M sold.

Essex Investment Management first reported a position in AREC in Q3 2022 and held it in 4 quarters. The position peaked at $2.17M in Q3 2022. 33 funds tracked by Wall St. Rank hold AREC as of Q3 2023.

  • Essex Investment Management reported no remaining American Resources Corp position as of Q3 2023 after selling out during the quarter.
  • Essex Investment Management sold 1,072,470 American Resources Corp shares in Q3 2023, an estimated $2.1M.
  • Essex Investment Management first reported a position in American Resources Corp in Q3 2022 and held it in 4 quarters.
  • Essex Investment Management's American Resources Corp position peaked at $2.17M in Q3 2022.
  • 33 funds tracked by Wall St. Rank held American Resources Corp as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.