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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

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
Bank of America
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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

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. 157 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.
  • 157 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.