WMS Partners’s Alpha Metallurgical Resources AMR Stock Holding History

WMS Partners’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
2023 Q1	–	Sell	-1,514	Closed	-$222K	–	279
2022 Q4	$222K	Hold	1,514	–	–	0.02%	240
2022 Q3	$207K	Buy	+1,514	New	+$211K	0.03%	227
2022 Q2	–	Sell	-1,514	Closed	-$200K	–	263
2022 Q1	$200K	Buy	+1,514	New	+$139K	0.03%	248

Other funds holding AMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

WMS Partners's AMR Position: Q1 2023 in Review

WMS Partners sold out of Alpha Metallurgical Resources (AMR) in Q1 2023, closing a stake of 1,514 shares — an estimated $222K sold.

WMS Partners first reported a position in AMR in Q1 2022 and held it in 3 quarters. The position peaked at $222K in Q4 2022. 206 funds tracked by Wall St. Rank hold AMR as of Q1 2023.

WMS Partners reported no remaining Alpha Metallurgical Resources position as of Q1 2023 after selling out during the quarter.
WMS Partners sold 1,514 Alpha Metallurgical Resources shares in Q1 2023, an estimated $222K.
WMS Partners first reported a position in Alpha Metallurgical Resources in Q1 2022 and held it in 3 quarters.
WMS Partners's Alpha Metallurgical Resources position peaked at $222K in Q4 2022.
206 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q1 2023.

Based on WMS Partners's 13F filing for Q1 2023, filed 12 May 2023.