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LGT Financial Advisors’s Alliance Resource Partners ARLP Stock Holding History

LGT Financial 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
2024
Q1 		– Sell
-619
Closed -$13.1K – 792
2023
Q4 		$13.1K Sell
619
-81
-12% -$1.75K 0.02% 437
2023
Q3 		$15.8K Buy
+700
New +$14K 0.02% 399

Other funds holding ARLP

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's ARLP Position: Q1 2024 in Review

LGT Financial Advisors sold out of Alliance Resource Partners (ARLP) in Q1 2024, closing a stake of 619 shares — an estimated $13.1K sold.

LGT Financial Advisors first reported a position in ARLP in Q3 2023 and held it in 2 quarters. The position peaked at $15.8K in Q3 2023. 139 funds tracked by Wall St. Rank hold ARLP as of Q1 2024.

  • LGT Financial Advisors reported no remaining Alliance Resource Partners position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 619 Alliance Resource Partners shares in Q1 2024, an estimated $13.1K.
  • LGT Financial Advisors first reported a position in Alliance Resource Partners in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Alliance Resource Partners position peaked at $15.8K in Q3 2023.
  • 139 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.