Prevail Innovative Wealth Advisors’s Alliance Resource Partners ARLP Stock Holding History

Prevail Innovative Wealth 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 Q2	–	Sell	-177,872	Closed	-$3.57M	–	149
2024 Q1	$3.57M	Buy	+177,872	New	+$3.62M	1.33%	14
2023 Q4	–	Sell	-157,284	Closed	-$3.54M	–	138
2023 Q3	$3.54M	Sell	157,284 -2,511	-2%	-$50.1K	1.84%	11
2023 Q2	$2.95M	Buy	+159,795	New	+$3.07M	1.62%	18

Other funds holding ARLP

Magnolia Group Omaha, Nebraska $306M AUM 11.01% 1-Year Est. Return

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors's ARLP Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Alliance Resource Partners (ARLP) in Q2 2024, closing a stake of 177,872 shares — an estimated $3.57M sold.

Prevail Innovative Wealth Advisors first reported a position in ARLP in Q2 2023 and held it in 3 quarters. The position peaked at $3.57M in Q1 2024. 158 funds tracked by Wall St. Rank hold ARLP as of Q2 2024.

Prevail Innovative Wealth Advisors reported no remaining Alliance Resource Partners position as of Q2 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 177,872 Alliance Resource Partners shares in Q2 2024, an estimated $3.57M.
Prevail Innovative Wealth Advisors first reported a position in Alliance Resource Partners in Q2 2023 and held it in 3 quarters.
Prevail Innovative Wealth Advisors's Alliance Resource Partners position peaked at $3.57M in Q1 2024.
158 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.