Global Retirement Partners’s Alliance Resource Partners ARLP Stock Holding History

Global Retirement Partners’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
2024 Q4	–	Sell	-50	Closed	-$1.25K	–	3656
2024 Q3	$1.25K	Hold	50	–	–	﹤0.01%	3088
2024 Q2	$1.22K	Buy	+50	New	+$1.13K	﹤0.01%	3112
2024 Q1	–	Sell	-2,528	Closed	-$54.8K	–	3391
2023 Q4	$54.8K	Sell	2,528 -14,815	-85%	-$321K	﹤0.01%	1323
2023 Q3	$376K	Buy	17,343 +16,894	+3,763%	+$337K	0.02%	502
2023 Q2	$8.3K	Buy	449 +17	+4%	+$326	﹤0.01%	2029
2023 Q1	$8.93K	Buy	432 +13	+3%	+$266	﹤0.01%	1961
2022 Q4	$8.51K	Buy	+419	New	+$9.49K	﹤0.01%	1839

Other funds holding ARLP

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

P3I

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

JHCP

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

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

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

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

RIA

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Retirement Partners's ARLP Position: Q4 2024 in Review

Global Retirement Partners sold out of Alliance Resource Partners (ARLP) in Q4 2024, closing a stake of 50 shares — an estimated $1.25K sold.

Global Retirement Partners first reported a position in ARLP in Q4 2022 and held it in 7 quarters. The position peaked at $376K in Q3 2023. 163 funds tracked by Wall St. Rank hold ARLP as of Q4 2024.

Global Retirement Partners reported no remaining Alliance Resource Partners position as of Q4 2024 after selling out during the quarter.
Global Retirement Partners sold 50 Alliance Resource Partners shares in Q4 2024, an estimated $1.25K.
Global Retirement Partners first reported a position in Alliance Resource Partners in Q4 2022 and held it in 7 quarters.
Global Retirement Partners's Alliance Resource Partners position peaked at $376K in Q3 2023.
163 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.