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Fiduciary Planning’s Alliance Resource Partners ARLP Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-200
Closed -$1K – 71
2021
Q1 		$1K Hold
200
– – ﹤0.01% 239
2020
Q4 		$1K Hold
200
– – ﹤0.01% 211
2020
Q3 		$1K Buy
+200
New +$644 ﹤0.01% 170

Other funds holding ARLP

SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fiduciary Planning's ARLP Position: Q2 2021 in Review

Fiduciary Planning sold out of Alliance Resource Partners (ARLP) in Q2 2021, closing a stake of 200 shares — an estimated $1K sold.

Fiduciary Planning first reported a position in ARLP in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 89 funds tracked by Wall St. Rank hold ARLP as of Q2 2021.

  • Fiduciary Planning reported no remaining Alliance Resource Partners position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 200 Alliance Resource Partners shares in Q2 2021, an estimated $1K.
  • Fiduciary Planning first reported a position in Alliance Resource Partners in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Alliance Resource Partners position peaked at $1K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.