Newbridge Financial Services Group’s Alliance Resource Partners ARLP Stock Holding History

Newbridge Financial Services 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
2024 Q2	–	Sell	-400	Closed	-$8.02K	–	1093
2024 Q1	$8.02K	Buy	+400	New	+$8.15K	﹤0.01%	815
2023 Q1	–	Sell	-633	Closed	-$12.9K	–	1417
2022 Q4	$12.9K	Hold	633	–	–	0.01%	851
2022 Q3	$14K	Hold	633	–	–	0.01%	790
2022 Q2	$12K	Hold	633	–	–	0.01%	798
2022 Q1	$10K	Hold	633	–	–	﹤0.01%	931
2021 Q4	$8K	Hold	633	–	–	﹤0.01%	957
2021 Q3	$7K	Hold	633	–	–	﹤0.01%	941
2021 Q2	$5K	Hold	633	–	–	﹤0.01%	1112
2021 Q1	$4K	Buy	+633	New	+$3.64K	﹤0.01%	1056

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

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 New York $1.56T AUM 27.86% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Newbridge Financial Services Group's ARLP Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of Alliance Resource Partners (ARLP) in Q2 2024, closing a stake of 400 shares — an estimated $8.02K sold.

Newbridge Financial Services Group first reported a position in ARLP in Q1 2021 and held it in 9 quarters. The position peaked at $14K in Q3 2022. 157 funds tracked by Wall St. Rank hold ARLP as of Q2 2024.

Newbridge Financial Services Group reported no remaining Alliance Resource Partners position as of Q2 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 400 Alliance Resource Partners shares in Q2 2024, an estimated $8.02K.
Newbridge Financial Services Group first reported a position in Alliance Resource Partners in Q1 2021 and held it in 9 quarters.
Newbridge Financial Services Group's Alliance Resource Partners position peaked at $14K in Q3 2022.
157 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.