Wealth Enhancement Advisory Services
AMR icon

Wealth Enhancement Advisory Services’s Alpha Metallurgical Resources AMR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AMR Stock Details AMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,025
Closed -$297K – 4231
2026
Q2 		$297K Buy
2,025
+598
+42% +$114K ﹤0.01% 3214
2026
Q1 		$299K Sell
1,427
-604
-30% -$122K ﹤0.01% 2784
2025
Q4 		$430K Buy
2,031
+779
+62% +$135K ﹤0.01% 2606
2025
Q3 		$206K Buy
+1,252
New +$174K ﹤0.01% 3119
2024
Q4 		– Sell
-2,553
Closed -$603K – 2953
2024
Q3 		$603K Sell
2,553
-1,010
-28% -$258K ﹤0.01% 1693
2024
Q2 		$1,000K Sell
3,563
-285
-7% -$88.3K ﹤0.01% 1277
2024
Q1 		$1.27M Buy
3,848
+1,596
+71% +$585K ﹤0.01% 1126
2023
Q4 		$763K Buy
+2,252
New +$593K ﹤0.01% 1277

Other funds holding AMR

S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's AMR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Alpha Metallurgical Resources (AMR) in Q3 2026, closing a stake of 2,025 shares — an estimated $297K sold.

Wealth Enhancement Advisory Services first reported a position in AMR in Q4 2023 and held it in 8 quarters. The position peaked at $1.27M in Q1 2024. 12 funds tracked by Wall St. Rank hold AMR as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Alpha Metallurgical Resources position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,025 Alpha Metallurgical Resources shares in Q3 2026, an estimated $297K.
  • Wealth Enhancement Advisory Services first reported a position in Alpha Metallurgical Resources in Q4 2023 and held it in 8 quarters.
  • Wealth Enhancement Advisory Services's Alpha Metallurgical Resources position peaked at $1.27M in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.