Worth Asset Management’s Alliance Resource Partners ARLP Stock Holding History

Worth Asset Management’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	-518	Closed	-$9.59K	–	115
2023 Q2	$9.59K	Buy	518 +18	+4%	+$345	0.01%	311
2023 Q1	$10.1K	Buy	+500	New	+$10.2K	0.01%	320

Other funds holding ARLP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Worth Asset Management's ARLP Position: Q3 2023 in Review

Worth Asset Management sold out of Alliance Resource Partners (ARLP) in Q3 2023, closing a stake of 518 shares — an estimated $9.59K sold.

Worth Asset Management first reported a position in ARLP in Q1 2023 and held it in 2 quarters. The position peaked at $10.1K in Q1 2023. 141 funds tracked by Wall St. Rank hold ARLP as of Q3 2023.

Worth Asset Management reported no remaining Alliance Resource Partners position as of Q3 2023 after selling out during the quarter.
Worth Asset Management sold 518 Alliance Resource Partners shares in Q3 2023, an estimated $9.59K.
Worth Asset Management first reported a position in Alliance Resource Partners in Q1 2023 and held it in 2 quarters.
Worth Asset Management's Alliance Resource Partners position peaked at $10.1K in Q1 2023.
141 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.