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Steward Partners Investment Advisory’s Warrior Met Coal HCC Stock Holding History

Steward Partners Investment Advisory’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,055
Closed -$129K – 3790
2024
Q2 		$129K Sell
2,055
-4,985
-71% -$323K ﹤0.01% 1654
2024
Q1 		$427K Sell
7,040
-4,293
-38% -$260K ﹤0.01% 1119
2023
Q4 		$691K Sell
11,333
-3,433
-23% -$181K 0.01% 858
2023
Q3 		$754K Buy
14,766
+8,286
+128% +$348K 0.01% 773
2023
Q2 		$252K Buy
+6,480
New +$235K ﹤0.01% 1184

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Steward Partners Investment Advisory's HCC Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Warrior Met Coal (HCC) in Q3 2024, closing a stake of 2,055 shares — an estimated $129K sold.

Steward Partners Investment Advisory first reported a position in HCC in Q2 2023 and held it in 5 quarters. The position peaked at $754K in Q3 2023. 270 funds tracked by Wall St. Rank hold HCC as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining Warrior Met Coal position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,055 Warrior Met Coal shares in Q3 2024, an estimated $129K.
  • Steward Partners Investment Advisory first reported a position in Warrior Met Coal in Q2 2023 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Warrior Met Coal position peaked at $754K in Q3 2023.
  • 270 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.