MSWA
AMR icon

Marshall & Sterling Wealth Advisors’s Alpha Metallurgical Resources AMR Stock Holding History

Marshall & Sterling 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
2025
Q1 		– Sell
-9
Closed -$1.61K – 639
2024
Q4 		$1.61K Buy
+9
New +$2.02K ﹤0.01% 316

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's AMR Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Alpha Metallurgical Resources (AMR) in Q1 2025, closing a stake of 9 shares — an estimated $1.61K sold.

Marshall & Sterling Wealth Advisors first reported a position in AMR in Q4 2024 and held it in 1 quarter. The position peaked at $1.61K in Q4 2024. 261 funds tracked by Wall St. Rank hold AMR as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Alpha Metallurgical Resources position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 9 Alpha Metallurgical Resources shares in Q1 2025, an estimated $1.61K.
  • Marshall & Sterling Wealth Advisors first reported a position in Alpha Metallurgical Resources in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Alpha Metallurgical Resources position peaked at $1.61K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.