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Redwood Wealth Management Group’s Alliance Resource Partners ARLP Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-600
Closed -$14.7K – 223
2024
Q2 		$14.7K Buy
+600
New +$13.6K 0.01% 506

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Redwood Wealth Management Group's ARLP Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Alliance Resource Partners (ARLP) in Q3 2024, closing a stake of 600 shares — an estimated $14.7K sold.

Redwood Wealth Management Group first reported a position in ARLP in Q2 2024 and held it in 1 quarter. The position peaked at $14.7K in Q2 2024. 151 funds tracked by Wall St. Rank hold ARLP as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Alliance Resource Partners position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 600 Alliance Resource Partners shares in Q3 2024, an estimated $14.7K.
  • Redwood Wealth Management Group first reported a position in Alliance Resource Partners in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Alliance Resource Partners position peaked at $14.7K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.