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GeoWealth Management’s Alpha Metallurgical Resources AMR Stock Holding History

GeoWealth 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
-10
Closed -$2K – 1090
2024
Q4 		$2K Sell
10
-40
-80% -$8.96K ﹤0.01% 1648
2024
Q3 		$11.8K Buy
+50
New +$12.8K ﹤0.01% 1352

Other funds holding AMR

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
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

GeoWealth Management's AMR Position: Q1 2025 in Review

GeoWealth Management sold out of Alpha Metallurgical Resources (AMR) in Q1 2025, closing a stake of 10 shares — an estimated $2K sold.

GeoWealth Management first reported a position in AMR in Q3 2024 and held it in 2 quarters. The position peaked at $11.8K in Q3 2024. 261 funds tracked by Wall St. Rank hold AMR as of Q1 2025.

  • GeoWealth Management reported no remaining Alpha Metallurgical Resources position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 10 Alpha Metallurgical Resources shares in Q1 2025, an estimated $2K.
  • GeoWealth Management first reported a position in Alpha Metallurgical Resources in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Alpha Metallurgical Resources position peaked at $11.8K in Q3 2024.
  • 261 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.