RI
ARLP icon

Ridgewood Investments’s Alliance Resource Partners ARLP Stock Holding History

Ridgewood Investments’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
2023
Q3 		– Sell
-480
Closed -$8.88K – 213
2023
Q2 		$8.88K Buy
+480
New +$9.21K 0.01% 526

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ridgewood Investments's ARLP Position: Q3 2023 in Review

Ridgewood Investments sold out of Alliance Resource Partners (ARLP) in Q3 2023, closing a stake of 480 shares — an estimated $8.88K sold.

Ridgewood Investments first reported a position in ARLP in Q2 2023 and held it in 1 quarter. The position peaked at $8.88K in Q2 2023. 141 funds tracked by Wall St. Rank hold ARLP as of Q3 2023.

  • Ridgewood Investments reported no remaining Alliance Resource Partners position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 480 Alliance Resource Partners shares in Q3 2023, an estimated $8.88K.
  • Ridgewood Investments first reported a position in Alliance Resource Partners in Q2 2023 and held it in 1 quarter.
  • Ridgewood Investments's Alliance Resource Partners position peaked at $8.88K in Q2 2023.
  • 141 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.