Nikulski Financial’s Alliance Resource Partners ARLP Stock Holding History

Nikulski Financial’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
2022 Q3	–	Sell	-11,500	Closed	-$210K	–	123
2022 Q2	$210K	Hold	11,500	–	–	0.1%	119
2022 Q1	$177K	Hold	11,500	–	–	0.07%	128
2021 Q4	$145K	Hold	11,500	–	–	0.06%	125
2021 Q3	$125K	Hold	11,500	–	–	0.06%	119
2021 Q2	$82K	Sell	11,500 -3,500	-23%	-$21.9K	0.04%	124
2021 Q1	$87K	Hold	15,000	–	–	0.04%	121
2020 Q4	$67K	Buy	+15,000	New	+$57.4K	0.04%	111

Other funds holding ARLP

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Nikulski Financial's ARLP Position: Q3 2022 in Review

Nikulski Financial sold out of Alliance Resource Partners (ARLP) in Q3 2022, closing a stake of 11,500 shares — an estimated $210K sold.

Nikulski Financial first reported a position in ARLP in Q4 2020 and held it in 7 quarters. The position peaked at $210K in Q2 2022. 123 funds tracked by Wall St. Rank hold ARLP as of Q3 2022.

Nikulski Financial reported no remaining Alliance Resource Partners position as of Q3 2022 after selling out during the quarter.
Nikulski Financial sold 11,500 Alliance Resource Partners shares in Q3 2022, an estimated $210K.
Nikulski Financial first reported a position in Alliance Resource Partners in Q4 2020 and held it in 7 quarters.
Nikulski Financial's Alliance Resource Partners position peaked at $210K in Q2 2022.
123 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2022.

Based on Nikulski Financial's 13F filing for Q3 2022, filed 20 Oct 2022.