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Valeo Financial Advisors’s Alliance Resource Partners ARLP Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-1,100
Closed -$6K – 607
2021
Q1 		$6K Hold
1,100
– – ﹤0.01% 1491
2020
Q4 		$5K Hold
1,100
– – ﹤0.01% 1352
2020
Q3 		$3K Hold
1,100
– – ﹤0.01% 1329
2020
Q2 		$4K Sell
1,100
-134
-11% -$459 ﹤0.01% 1568
2020
Q1 		$4K Hold
1,234
– – ﹤0.01% 1335
2019
Q4 		$13K Sell
1,234
-2,371
-66% -$28.4K ﹤0.01% 1020
2019
Q3 		$58K Buy
3,605
+80
+2% +$1.31K 0.01% 551
2019
Q2 		$60K Buy
3,525
+2,291
+186% +$41.6K 0.01% 551
2019
Q1 		$25K Hold
1,234
– – ﹤0.01% 710
2018
Q4 		$21K Buy
1,234
+134
+12% +$2.61K ﹤0.01% 691
2018
Q3 		$21K Sell
1,100
-134
-11% -$2.62K ﹤0.01% 752
2018
Q2 		$25K Sell
1,234
-850
-41% -$15.3K ﹤0.01% 694
2018
Q1 		$37K Sell
2,084
-766
-27% -$14.6K 0.01% 555
2017
Q4 		$56K Buy
2,850
+900
+46% +$17.2K 0.01% 449
2017
Q3 		$38K Buy
+1,950
New +$37.3K 0.01% 448

Other funds holding ARLP

SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Valeo Financial Advisors's ARLP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Alliance Resource Partners (ARLP) in Q2 2021, closing a stake of 1,100 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in ARLP in Q3 2017 and held it in 15 quarters. The position peaked at $60K in Q2 2019. 89 funds tracked by Wall St. Rank hold ARLP as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Alliance Resource Partners position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,100 Alliance Resource Partners shares in Q2 2021, an estimated $6K.
  • Valeo Financial Advisors first reported a position in Alliance Resource Partners in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Alliance Resource Partners position peaked at $60K in Q2 2019.
  • 89 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.