JFS Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History

JFS Wealth Advisors’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
2022 Q1	–	Sell	-82,651	Closed	-$1.04M	–	1812
2021 Q4	$1.04M	Buy	82,651 +1,527	+2%	+$17.2K	0.1%	117
2021 Q3	$882K	Buy	81,124 +986	+1%	+$8.22K	0.09%	117
2021 Q2	$578K	Buy	80,138 +1,263	+2%	+$7.91K	0.09%	107
2021 Q1	$457K	Hold	78,875	–	–	0.09%	108
2020 Q4	$353K	Hold	78,875	–	–	0.07%	115
2020 Q3	$218K	Hold	78,875	–	–	0.05%	128
2020 Q2	$257K	Hold	78,875	–	–	0.07%	121
2020 Q1	$245K	Buy	78,875 +6,635	+9%	+$51.1K	0.07%	114
2019 Q4	$782K	Buy	+72,240	New	+$867K	0.19%	79
2016 Q3	–	Sell	-1,000	Closed	-$16K	–	479
2016 Q2	$16K	Hold	1,000	–	–	﹤0.01%	352
2016 Q1	$12K	Sell	1,000 -67,220	-99%	-$818K	﹤0.01%	371
2015 Q4	$920K	Buy	68,220 +67,220	+6,722%	+$1.25M	0.27%	68
2015 Q3	$22K	Hold	1,000	–	–	0.01%	268
2015 Q2	$25K	Buy	+1,000	New	+$30.5K	0.01%	246
2015 Q1	–	Hold	0	–	–	–	219
2014 Q4	–	Hold	0	–	–	–	136

Other funds holding ARLP

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

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

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

JHCP

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

JFS Wealth Advisors's ARLP Position: Q1 2022 in Review

JFS Wealth Advisors sold out of Alliance Resource Partners (ARLP) in Q1 2022, closing a stake of 82,651 shares — an estimated $1.04M sold.

JFS Wealth Advisors first reported a position in ARLP in Q2 2015 and held it in 14 quarters. The position peaked at $1.04M in Q4 2021. 101 funds tracked by Wall St. Rank hold ARLP as of Q1 2022.

JFS Wealth Advisors reported no remaining Alliance Resource Partners position as of Q1 2022 after selling out during the quarter.
JFS Wealth Advisors sold 82,651 Alliance Resource Partners shares in Q1 2022, an estimated $1.04M.
JFS Wealth Advisors first reported a position in Alliance Resource Partners in Q2 2015 and held it in 14 quarters.
JFS Wealth Advisors's Alliance Resource Partners position peaked at $1.04M in Q4 2021.
101 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.