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Personal CFO Solutions’s Alliance Resource Partners ARLP Stock Holding History

Personal CFO Solutions’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
-8,000
Closed -$200K – 463
2024
Q3 		$200K Buy
+8,000
New +$193K 0.03% 544

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
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Personal CFO Solutions's ARLP Position: Q4 2024 in Review

Personal CFO Solutions sold out of Alliance Resource Partners (ARLP) in Q4 2024, closing a stake of 8,000 shares — an estimated $200K sold.

Personal CFO Solutions first reported a position in ARLP in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 163 funds tracked by Wall St. Rank hold ARLP as of Q4 2024.

  • Personal CFO Solutions reported no remaining Alliance Resource Partners position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 8,000 Alliance Resource Partners shares in Q4 2024, an estimated $200K.
  • Personal CFO Solutions first reported a position in Alliance Resource Partners in Q3 2024 and held it in 1 quarter.
  • Personal CFO Solutions's Alliance Resource Partners position peaked at $200K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.