Mutual Advisors’s Alliance Resource Partners ARLP Stock Holding History

Mutual 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 Q4	–	Sell	-8,608	Closed	-$220K	–	1075
2024 Q3	$220K	Buy	8,608 +75	+0.9%	+$1.81K	0.01%	1015
2024 Q2	$210K	Buy	+8,533	New	+$193K	0.01%	1020

Other funds holding ARLP

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

JHCP

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mutual Advisors's ARLP Position: Q4 2024 in Review

Mutual Advisors sold out of Alliance Resource Partners (ARLP) in Q4 2024, closing a stake of 8,608 shares — an estimated $220K sold.

Mutual Advisors first reported a position in ARLP in Q2 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 163 funds tracked by Wall St. Rank hold ARLP as of Q4 2024.

Mutual Advisors reported no remaining Alliance Resource Partners position as of Q4 2024 after selling out during the quarter.
Mutual Advisors sold 8,608 Alliance Resource Partners shares in Q4 2024, an estimated $220K.
Mutual Advisors first reported a position in Alliance Resource Partners in Q2 2024 and held it in 2 quarters.
Mutual Advisors's Alliance Resource Partners position peaked at $220K in Q3 2024.
163 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2024.

Based on Mutual Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.