Financial Gravity Asset Management’s Alliance Resource Partners ARLP Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-20	Closed	-$944	–	1639
2023 Q1	$944	Buy	+20	New	+$409	0.03%	366
2022 Q4	–	Sell	-46	Closed	-$1.13K	–	1411
2022 Q3	$1.13K	Buy	46 +10	+28%	+$229	0.04%	341
2022 Q2	$900	Buy	36 +6	+20%	+$109	0.03%	327
2022 Q1	$1.05K	Buy	+30	New	+$424	0.03%	335
2018 Q3	$0	Hold	25	–	–	﹤0.01%	1381
2018 Q2	$1K	Buy	+25	New	+$450	﹤0.01%	1090

Other funds holding ARLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JHCP

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Financial Gravity Asset Management's ARLP Position: Q2 2023 in Review

Financial Gravity Asset Management sold out of Alliance Resource Partners (ARLP) in Q2 2023, closing a stake of 20 shares — an estimated $944 sold.

Financial Gravity Asset Management first reported a position in ARLP in Q2 2018 and held it in 6 quarters. The position peaked at $1.13K in Q3 2022. 128 funds tracked by Wall St. Rank hold ARLP as of Q2 2023.

Financial Gravity Asset Management reported no remaining Alliance Resource Partners position as of Q2 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 20 Alliance Resource Partners shares in Q2 2023, an estimated $944.
Financial Gravity Asset Management first reported a position in Alliance Resource Partners in Q2 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Alliance Resource Partners position peaked at $1.13K in Q3 2022.
128 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2023.

Based on Financial Gravity Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.