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Financial Gravity Asset Management’s Warrior Met Coal HCC Stock Holding History

Financial Gravity Asset Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$317 – 1874
2024
Q1 		$317 Buy
+5
New +$303 ﹤0.01% 1515
2023
Q3 		– Sell
-39
Closed -$263 – 1468
2023
Q2 		$263 Buy
39
+2
+5% +$72 ﹤0.01% 1094
2023
Q1 		$1 Buy
37
+2
+6% +$74 ﹤0.01% 1051
2022
Q4 		$188 Buy
+35
New +$1.24K ﹤0.01% 976

Other funds holding HCC

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Financial Gravity Asset Management's HCC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Warrior Met Coal (HCC) in Q2 2024, closing a stake of 5 shares — an estimated $317 sold.

Financial Gravity Asset Management first reported a position in HCC in Q4 2022 and held it in 4 quarters. The position peaked at $317 in Q1 2024. 291 funds tracked by Wall St. Rank hold HCC as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Warrior Met Coal position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 5 Warrior Met Coal shares in Q2 2024, an estimated $317.
  • Financial Gravity Asset Management first reported a position in Warrior Met Coal in Q4 2022 and held it in 4 quarters.
  • Financial Gravity Asset Management's Warrior Met Coal position peaked at $317 in Q1 2024.
  • 291 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.