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Simplicity Wealth’s Alpha Metallurgical Resources AMR Stock Holding History

Simplicity Wealth’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
2024
Q4 		– Sell
-1,111
Closed -$262K – 329
2024
Q3 		$262K Sell
1,111
-31
-3% -$7.92K 0.02% 408
2024
Q2 		$320K Buy
1,142
+1
+0.1% +$310 0.01% 925
2024
Q1 		$378K Buy
+1,141
New +$418K 0.01% 839

Other funds holding AMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simplicity Wealth's AMR Position: Q4 2024 in Review

Simplicity Wealth sold out of Alpha Metallurgical Resources (AMR) in Q4 2024, closing a stake of 1,111 shares — an estimated $262K sold.

Simplicity Wealth first reported a position in AMR in Q1 2024 and held it in 3 quarters. The position peaked at $378K in Q1 2024. 268 funds tracked by Wall St. Rank hold AMR as of Q4 2024.

  • Simplicity Wealth reported no remaining Alpha Metallurgical Resources position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 1,111 Alpha Metallurgical Resources shares in Q4 2024, an estimated $262K.
  • Simplicity Wealth first reported a position in Alpha Metallurgical Resources in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Alpha Metallurgical Resources position peaked at $378K in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.