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USA Financial Formulas’s Alliance Resource Partners ARLP Stock Holding History

USA Financial Formulas’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
2025
Q1 		– Sell
-1,270
Closed -$33.4K – 281
2024
Q4 		$33.4K Buy
+1,270
New +$33.2K 0.01% 244
2022
Q3 		$153K Sell
6,678
-21
-0.3% -$481 0.24% 63
2022
Q2 		$122K Buy
+6,699
New +$121K 0.15% 86

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
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
ACGA
Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

USA Financial Formulas's ARLP Position: Q1 2025 in Review

USA Financial Formulas sold out of Alliance Resource Partners (ARLP) in Q1 2025, closing a stake of 1,270 shares — an estimated $33.4K sold.

USA Financial Formulas first reported a position in ARLP in Q2 2022 and held it in 3 quarters. The position peaked at $153K in Q3 2022. 159 funds tracked by Wall St. Rank hold ARLP as of Q1 2025.

  • USA Financial Formulas reported no remaining Alliance Resource Partners position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,270 Alliance Resource Partners shares in Q1 2025, an estimated $33.4K.
  • USA Financial Formulas first reported a position in Alliance Resource Partners in Q2 2022 and held it in 3 quarters.
  • USA Financial Formulas's Alliance Resource Partners position peaked at $153K in Q3 2022.
  • 159 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.