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Stephens Inc’s Alliance Resource Partners ARLP Stock Holding History

Stephens Inc’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
Q1 		– Sell
-11,257
Closed -$229K – 1194
2022
Q4 		$229K Buy
11,257
+24
+0.2% +$544 ﹤0.01% 952
2022
Q3 		$257K Buy
11,233
+20
+0.2% +$458 0.01% 939
2022
Q2 		$204K Buy
+11,213
New +$203K ﹤0.01% 1062
2020
Q1 		– Sell
-22,216
Closed -$240K – 1111
2019
Q4 		$240K Sell
22,216
-20,269
-48% -$243K 0.01% 952
2019
Q3 		$680K Sell
42,485
-640
-1% -$10.5K 0.02% 669
2019
Q2 		$732K Sell
43,125
-3,632
-8% -$66K 0.02% 652
2019
Q1 		$952K Buy
46,757
+24,259
+108% +$469K 0.02% 582
2018
Q4 		$390K Sell
22,498
-1,948
-8% -$38K 0.01% 769
2018
Q3 		$499K Buy
+24,446
New +$478K 0.01% 775

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Stephens Inc's ARLP Position: Q1 2023 in Review

Stephens Inc sold out of Alliance Resource Partners (ARLP) in Q1 2023, closing a stake of 11,257 shares — an estimated $229K sold.

Stephens Inc first reported a position in ARLP in Q3 2018 and held it in 9 quarters. The position peaked at $952K in Q1 2019. 124 funds tracked by Wall St. Rank hold ARLP as of Q1 2023.

  • Stephens Inc reported no remaining Alliance Resource Partners position as of Q1 2023 after selling out during the quarter.
  • Stephens Inc sold 11,257 Alliance Resource Partners shares in Q1 2023, an estimated $229K.
  • Stephens Inc first reported a position in Alliance Resource Partners in Q3 2018 and held it in 9 quarters.
  • Stephens Inc's Alliance Resource Partners position peaked at $952K in Q1 2019.
  • 124 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2023.

Based on Stephens Inc's 13F filing for Q1 2023, filed 15 May 2023.