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Evercore Wealth Management’s Alpha Metallurgical Resources AMR Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-2,500
Closed -$500K – 418
2024
Q4 		$500K Hold
2,500
– – 0.01% 275
2024
Q3 		$590K Hold
2,500
– – 0.01% 258
2024
Q2 		$701K Buy
+2,500
New +$774K 0.01% 243

Other funds holding AMR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 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

Evercore Wealth Management's AMR Position: Q1 2025 in Review

Evercore Wealth Management sold out of Alpha Metallurgical Resources (AMR) in Q1 2025, closing a stake of 2,500 shares — an estimated $500K sold.

Evercore Wealth Management first reported a position in AMR in Q2 2024 and held it in 3 quarters. The position peaked at $701K in Q2 2024. 261 funds tracked by Wall St. Rank hold AMR as of Q1 2025.

  • Evercore Wealth Management reported no remaining Alpha Metallurgical Resources position as of Q1 2025 after selling out during the quarter.
  • Evercore Wealth Management sold 2,500 Alpha Metallurgical Resources shares in Q1 2025, an estimated $500K.
  • Evercore Wealth Management first reported a position in Alpha Metallurgical Resources in Q2 2024 and held it in 3 quarters.
  • Evercore Wealth Management's Alpha Metallurgical Resources position peaked at $701K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q1 2025.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.