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Rockwood Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

Rockwood Wealth Management’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
2022
Q2 		– Sell
-20,221
Closed -$285K – 74
2022
Q1 		$285K Hold
20,221
– – 0.14% 59
2021
Q4 		$256K Buy
+20,221
New +$228K 0.11% 99

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 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
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockwood Wealth Management's ARLP Position: Q2 2022 in Review

Rockwood Wealth Management sold out of Alliance Resource Partners (ARLP) in Q2 2022, closing a stake of 20,221 shares — an estimated $285K sold.

Rockwood Wealth Management first reported a position in ARLP in Q4 2021 and held it in 2 quarters. The position peaked at $285K in Q1 2022. 115 funds tracked by Wall St. Rank hold ARLP as of Q2 2022.

  • Rockwood Wealth Management reported no remaining Alliance Resource Partners position as of Q2 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 20,221 Alliance Resource Partners shares in Q2 2022, an estimated $285K.
  • Rockwood Wealth Management first reported a position in Alliance Resource Partners in Q4 2021 and held it in 2 quarters.
  • Rockwood Wealth Management's Alliance Resource Partners position peaked at $285K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2022.

Based on Rockwood Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2023.