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WR Wealth Planners’s Alliance Resource Partners ARLP Stock Holding History

WR Wealth Planners’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
2022
Q4 		– Sell
-14
Closed -$321 – 505
2022
Q3 		$321 Buy
+14
New +$320 ﹤0.01% 459

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

WR Wealth Planners's ARLP Position: Q4 2022 in Review

WR Wealth Planners sold out of Alliance Resource Partners (ARLP) in Q4 2022, closing a stake of 14 shares — an estimated $321 sold.

WR Wealth Planners first reported a position in ARLP in Q3 2022 and held it in 1 quarter. The position peaked at $321 in Q3 2022. 126 funds tracked by Wall St. Rank hold ARLP as of Q4 2022.

  • WR Wealth Planners reported no remaining Alliance Resource Partners position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 14 Alliance Resource Partners shares in Q4 2022, an estimated $321.
  • WR Wealth Planners first reported a position in Alliance Resource Partners in Q3 2022 and held it in 1 quarter.
  • WR Wealth Planners's Alliance Resource Partners position peaked at $321 in Q3 2022.
  • 126 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.