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Synergy Asset Management’s Warrior Met Coal HCC Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-12
Closed -$767 – 381
2024
Q4 		$767 Buy
+12
New +$767 ﹤0.01% 742

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Synergy Asset Management's HCC Position: Q1 2025 in Review

Synergy Asset Management sold out of Warrior Met Coal (HCC) in Q1 2025, closing a stake of 12 shares — an estimated $767 sold.

Synergy Asset Management first reported a position in HCC in Q4 2024 and held it in 1 quarter. The position peaked at $767 in Q4 2024. 258 funds tracked by Wall St. Rank hold HCC as of Q1 2025.

  • Synergy Asset Management reported no remaining Warrior Met Coal position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 12 Warrior Met Coal shares in Q1 2025, an estimated $767.
  • Synergy Asset Management first reported a position in Warrior Met Coal in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Warrior Met Coal position peaked at $767 in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.