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Root Financial Partners’s Alpha Metallurgical Resources AMR Stock Holding History

Root Financial Partners’s Portfolio AMR Stock Details AMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-49
Closed -$10.1K – 541
2026
Q1 		$10.1K Buy
49
+3
+7% +$608 ﹤0.01% 1683
2025
Q4 		$9.19K Buy
46
+14
+44% +$2.42K ﹤0.01% 1532
2025
Q3 		$5.25K Buy
+32
New +$4.44K ﹤0.01% 1704

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Root Financial Partners's AMR Position: Q2 2026 in Review

Root Financial Partners sold out of Alpha Metallurgical Resources (AMR) in Q2 2026, closing a stake of 49 shares — an estimated $10.1K sold.

Root Financial Partners first reported a position in AMR in Q3 2025 and held it in 3 quarters. The position peaked at $10.1K in Q1 2026. 254 funds tracked by Wall St. Rank hold AMR as of Q2 2026.

  • Root Financial Partners reported no remaining Alpha Metallurgical Resources position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 49 Alpha Metallurgical Resources shares in Q2 2026, an estimated $10.1K.
  • Root Financial Partners first reported a position in Alpha Metallurgical Resources in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Alpha Metallurgical Resources position peaked at $10.1K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.