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Turtle Creek Wealth Advisors’s Warrior Met Coal HCC Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-321
Closed -$19.6K – 465
2023
Q4 		$19.6K Buy
+321
New +$16.9K 0.01% 420

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KL
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State Street
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Dimensional Fund Advisors
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Renaissance Technologies
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American Century Companies
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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's HCC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Warrior Met Coal (HCC) in Q1 2024, closing a stake of 321 shares — an estimated $19.6K sold.

Turtle Creek Wealth Advisors first reported a position in HCC in Q4 2023 and held it in 1 quarter. The position peaked at $19.6K in Q4 2023. 303 funds tracked by Wall St. Rank hold HCC as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Warrior Met Coal position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 321 Warrior Met Coal shares in Q1 2024, an estimated $19.6K.
  • Turtle Creek Wealth Advisors first reported a position in Warrior Met Coal in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Warrior Met Coal position peaked at $19.6K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.