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Lake Street Advisors Group’s Alliance Resource Partners ARLP Stock Holding History

Lake Street Advisors Group’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
-16,341
Closed -$330K – 345
2023
Q1 		$330K Hold
16,341
– – 0.02% 213
2022
Q4 		$332K Hold
16,341
– – 0.02% 210
2022
Q3 		$374K Buy
+16,341
New +$374K 0.03% 204

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
Natixis
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

Lake Street Advisors Group's ARLP Position: Q2 2023 in Review

Lake Street Advisors Group sold out of Alliance Resource Partners (ARLP) in Q2 2023, closing a stake of 16,341 shares — an estimated $330K sold.

Lake Street Advisors Group first reported a position in ARLP in Q3 2022 and held it in 3 quarters. The position peaked at $374K in Q3 2022. 128 funds tracked by Wall St. Rank hold ARLP as of Q2 2023.

  • Lake Street Advisors Group reported no remaining Alliance Resource Partners position as of Q2 2023 after selling out during the quarter.
  • Lake Street Advisors Group sold 16,341 Alliance Resource Partners shares in Q2 2023, an estimated $330K.
  • Lake Street Advisors Group first reported a position in Alliance Resource Partners in Q3 2022 and held it in 3 quarters.
  • Lake Street Advisors Group's Alliance Resource Partners position peaked at $374K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2023.

Based on Lake Street Advisors Group's 13F filing for Q2 2023, filed 10 Aug 2023.