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Lake Street Advisors Group’s Alpha Metallurgical Resources AMR Stock Holding History

Lake Street Advisors Group’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
2024
Q2 		– Sell
-1,848
Closed -$612K – 626
2024
Q1 		$612K Buy
1,848
+1
+0.1% +$367 0.03% 307
2023
Q4 		$626K Buy
+1,847
New +$486K 0.03% 293

Other funds holding AMR

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lake Street Advisors Group's AMR Position: Q2 2024 in Review

Lake Street Advisors Group sold out of Alpha Metallurgical Resources (AMR) in Q2 2024, closing a stake of 1,848 shares — an estimated $612K sold.

Lake Street Advisors Group first reported a position in AMR in Q4 2023 and held it in 2 quarters. The position peaked at $626K in Q4 2023. 274 funds tracked by Wall St. Rank hold AMR as of Q2 2024.

  • Lake Street Advisors Group reported no remaining Alpha Metallurgical Resources position as of Q2 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 1,848 Alpha Metallurgical Resources shares in Q2 2024, an estimated $612K.
  • Lake Street Advisors Group first reported a position in Alpha Metallurgical Resources in Q4 2023 and held it in 2 quarters.
  • Lake Street Advisors Group's Alpha Metallurgical Resources position peaked at $626K in Q4 2023.
  • 274 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2024.

Based on Lake Street Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.