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ICA Group Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

ICA Group Wealth 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
-184
Closed -$3.71K – 1339
2023
Q1 		$3.71K Hold
184
– – ﹤0.01% 1003
2022
Q4 		$3.74K Buy
+184
New +$4.17K ﹤0.01% 1023

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $2.63B AUM 41.49% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

ICA Group Wealth Management's ARLP Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Alliance Resource Partners (ARLP) in Q2 2023, closing a stake of 184 shares — an estimated $3.71K sold.

ICA Group Wealth Management first reported a position in ARLP in Q4 2022 and held it in 2 quarters. The position peaked at $3.74K in Q4 2022. 128 funds tracked by Wall St. Rank hold ARLP as of Q2 2023.

  • ICA Group Wealth Management reported no remaining Alliance Resource Partners position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 184 Alliance Resource Partners shares in Q2 2023, an estimated $3.71K.
  • ICA Group Wealth Management first reported a position in Alliance Resource Partners in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's Alliance Resource Partners position peaked at $3.74K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.