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Foster Victor Wealth Advisors’s Warrior Met Coal HCC Stock Holding History

Foster Victor Wealth Advisors’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
2026
Q1 		– Sell
-2,320
Closed -$232K – 247
2025
Q4 		$232K Buy
+2,320
New +$174K 0.01% 226

Other funds holding HCC

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State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Foster Victor Wealth Advisors's HCC Position: Q1 2026 in Review

Foster Victor Wealth Advisors sold out of Warrior Met Coal (HCC) in Q1 2026, closing a stake of 2,320 shares — an estimated $232K sold.

Foster Victor Wealth Advisors first reported a position in HCC in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 344 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Foster Victor Wealth Advisors reported no remaining Warrior Met Coal position as of Q1 2026 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 2,320 Warrior Met Coal shares in Q1 2026, an estimated $232K.
  • Foster Victor Wealth Advisors first reported a position in Warrior Met Coal in Q4 2025 and held it in 1 quarter.
  • Foster Victor Wealth Advisors's Warrior Met Coal position peaked at $232K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.