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

Spire 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
2024
Q3 		– Sell
-44
Closed -$1.09K – 2163
2024
Q2 		$1.09K Buy
44
+1
+2% +$23 ﹤0.01% 2110
2024
Q1 		$865 Buy
43
+1
+2% +$20 ﹤0.01% 2226
2023
Q4 		$921 Buy
42
+2
+5% +$43 ﹤0.01% 2281
2023
Q3 		$910 Buy
40
+1
+3% +$20 ﹤0.01% 2271
2023
Q2 		$721 Buy
+39
New +$748 ﹤0.01% 2346

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
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spire Wealth Management's ARLP Position: Q3 2024 in Review

Spire Wealth Management sold out of Alliance Resource Partners (ARLP) in Q3 2024, closing a stake of 44 shares — an estimated $1.09K sold.

Spire Wealth Management first reported a position in ARLP in Q2 2023 and held it in 5 quarters. The position peaked at $1.09K in Q2 2024. 151 funds tracked by Wall St. Rank hold ARLP as of Q3 2024.

  • Spire Wealth Management reported no remaining Alliance Resource Partners position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 44 Alliance Resource Partners shares in Q3 2024, an estimated $1.09K.
  • Spire Wealth Management first reported a position in Alliance Resource Partners in Q2 2023 and held it in 5 quarters.
  • Spire Wealth Management's Alliance Resource Partners position peaked at $1.09K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.