JFS Wealth Advisors’s Alpha Metallurgical Resources AMR Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$1.98K	Buy	12 +2	+20%	+$381	﹤0.01%	1610
2026 Q1	$2.05K	Buy	10 +3	+43%	+$608	﹤0.01%	1497
2025 Q4	$1.4K	Buy	7 +3	+75%	+$518	﹤0.01%	1638
2025 Q3	$657	Buy	+4	New	+$555	﹤0.01%	1714
2025 Q2	–	Sell	-4	Closed	-$501	–	1868
2025 Q1	$501	Sell	4 -6	-60%	-$976	﹤0.01%	1764
2024 Q4	$2K	Buy	10 +1	+11%	+$224	﹤0.01%	1478
2024 Q3	$2.13K	Sell	9 -1	-10%	-$255	﹤0.01%	1461
2024 Q2	$2.81K	Hold	10	–	–	﹤0.01%	1301
2024 Q1	$3.31K	Hold	10	–	–	﹤0.01%	1257
2023 Q4	$3.39K	Hold	10	–	–	﹤0.01%	1216
2023 Q3	$2.6K	Buy	10 +4	+67%	+$781	﹤0.01%	1258
2023 Q2	$987	Hold	6	–	–	﹤0.01%	1611
2023 Q1	$936	Buy	6 +1	+20%	+$160	﹤0.01%	1601
2022 Q4	$732	Hold	5	–	–	﹤0.01%	1669
2022 Q3	$1K	Buy	5 +3	+150%	+$417	﹤0.01%	1468
2022 Q2	$0	Buy	+2	New	+$302	﹤0.01%	1719

Other funds holding AMR

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return