SageView Advisory Group’s Alliance Resource Partners ARLP Stock Holding History

SageView Advisory 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
2023 Q4	–	Sell	-10,160	Closed	-$229K	–	663
2023 Q3	$229K	Sell	10,160 -5,917	-37%	-$118K	0.01%	486
2023 Q2	$297K	Buy	16,077 +356	+2%	+$6.83K	0.02%	448
2023 Q1	$317K	Buy	15,721 +299	+2%	+$6.12K	0.02%	378
2022 Q4	$313K	Buy	+15,422	New	+$349K	0.03%	313

Other funds holding ARLP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

SageView Advisory Group's ARLP Position: Q4 2023 in Review

SageView Advisory Group sold out of Alliance Resource Partners (ARLP) in Q4 2023, closing a stake of 10,160 shares — an estimated $229K sold.

SageView Advisory Group first reported a position in ARLP in Q4 2022 and held it in 4 quarters. The position peaked at $317K in Q1 2023. 138 funds tracked by Wall St. Rank hold ARLP as of Q4 2023.

SageView Advisory Group reported no remaining Alliance Resource Partners position as of Q4 2023 after selling out during the quarter.
SageView Advisory Group sold 10,160 Alliance Resource Partners shares in Q4 2023, an estimated $229K.
SageView Advisory Group first reported a position in Alliance Resource Partners in Q4 2022 and held it in 4 quarters.
SageView Advisory Group's Alliance Resource Partners position peaked at $317K in Q1 2023.
138 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.