AWM
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Accurate Wealth Management’s Peabody Energy BTU Stock Holding History

Accurate Wealth Management’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-350
Closed -$9.55K – 405
2022
Q4 		$9.55K Buy
+350
New +$9.62K ﹤0.01% 871

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Accurate Wealth Management's BTU Position: Q1 2023 in Review

Accurate Wealth Management sold out of Peabody Energy (BTU) in Q1 2023, closing a stake of 350 shares — an estimated $9.55K sold.

Accurate Wealth Management first reported a position in BTU in Q4 2022 and held it in 1 quarter. The position peaked at $9.55K in Q4 2022. 282 funds tracked by Wall St. Rank hold BTU as of Q1 2023.

  • Accurate Wealth Management reported no remaining Peabody Energy position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 350 Peabody Energy shares in Q1 2023, an estimated $9.55K.
  • Accurate Wealth Management first reported a position in Peabody Energy in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Peabody Energy position peaked at $9.55K in Q4 2022.
  • 282 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.