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WealthPLAN Partners’s Alliance Resource Partners ARLP Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-400
Closed -$7.4K – 359
2023
Q2 		$7.4K Hold
400
– – ﹤0.01% 844
2023
Q1 		$8.07K Buy
+400
New +$8.19K ﹤0.01% 919

Other funds holding ARLP

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's ARLP Position: Q3 2023 in Review

WealthPLAN Partners sold out of Alliance Resource Partners (ARLP) in Q3 2023, closing a stake of 400 shares — an estimated $7.4K sold.

WealthPLAN Partners first reported a position in ARLP in Q1 2023 and held it in 2 quarters. The position peaked at $8.07K in Q1 2023. 141 funds tracked by Wall St. Rank hold ARLP as of Q3 2023.

  • WealthPLAN Partners reported no remaining Alliance Resource Partners position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 400 Alliance Resource Partners shares in Q3 2023, an estimated $7.4K.
  • WealthPLAN Partners first reported a position in Alliance Resource Partners in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Alliance Resource Partners position peaked at $8.07K in Q1 2023.
  • 141 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.