PCS
HCC icon

Private Client Services’s Warrior Met Coal HCC Stock Holding History

Private Client Services’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,372
Closed -$1.36M – 144
2024
Q1 		$1.36M Buy
22,372
+8,415
+60% +$510K 0.91% 36
2023
Q4 		$851K Buy
+13,957
New +$737K 0.7% 41

Other funds holding HCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Client Services's HCC Position: Q2 2024 in Review

Private Client Services sold out of Warrior Met Coal (HCC) in Q2 2024, closing a stake of 22,372 shares — an estimated $1.36M sold.

Private Client Services first reported a position in HCC in Q4 2023 and held it in 2 quarters. The position peaked at $1.36M in Q1 2024. 291 funds tracked by Wall St. Rank hold HCC as of Q2 2024.

  • Private Client Services reported no remaining Warrior Met Coal position as of Q2 2024 after selling out during the quarter.
  • Private Client Services sold 22,372 Warrior Met Coal shares in Q2 2024, an estimated $1.36M.
  • Private Client Services first reported a position in Warrior Met Coal in Q4 2023 and held it in 2 quarters.
  • Private Client Services's Warrior Met Coal position peaked at $1.36M in Q1 2024.
  • 291 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2024.

Based on Private Client Services's 13F filing for Q2 2024, filed 29 Jul 2024.