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Integrated Wealth Concepts’s Warrior Met Coal HCC Stock Holding History

Integrated Wealth Concepts’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
2025
Q3 		– Sell
-74,957
Closed -$3.44M – 2022
2025
Q2 		$3.44M Buy
74,957
+6,371
+9% +$296K 0.03% 450
2025
Q1 		$3.27M Buy
68,586
+17,438
+34% +$890K 0.04% 431
2024
Q4 		$2.77M Buy
+51,148
New +$3.27M 0.03% 452
2024
Q2 		– Sell
-39,142
Closed -$2.38M – 1679
2024
Q1 		$2.38M Buy
39,142
+12,962
+50% +$785K 0.03% 464
2023
Q4 		$1.6M Sell
26,180
-4,994
-16% -$264K 0.03% 562
2023
Q3 		$1.59M Buy
31,174
+14,474
+87% +$608K 0.03% 525
2023
Q2 		$650K Sell
16,700
-10,559
-39% -$382K 0.01% 872
2023
Q1 		$1M Buy
+27,259
New +$1.01M 0.02% 622

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Integrated Wealth Concepts's HCC Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Warrior Met Coal (HCC) in Q3 2025, closing a stake of 74,957 shares — an estimated $3.44M sold.

Integrated Wealth Concepts first reported a position in HCC in Q1 2023 and held it in 8 quarters. The position peaked at $3.44M in Q2 2025. 267 funds tracked by Wall St. Rank hold HCC as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Warrior Met Coal position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 74,957 Warrior Met Coal shares in Q3 2025, an estimated $3.44M.
  • Integrated Wealth Concepts first reported a position in Warrior Met Coal in Q1 2023 and held it in 8 quarters.
  • Integrated Wealth Concepts's Warrior Met Coal position peaked at $3.44M in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.