Advisory Alpha’s Peabody Energy BTU Stock Holding History

Advisory Alpha’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
2024 Q2	–	Sell	-8,935	Closed	-$217K	–	399
2024 Q1	$217K	Sell	8,935 -43	-0.5%	-$1.08K	0.01%	359
2023 Q4	$218K	Sell	8,978 -14,790	-62%	-$357K	0.01%	320
2023 Q3	$618K	Sell	23,768 -17,827	-43%	-$399K	0.03%	177
2023 Q2	$901K	Buy	+41,595	New	+$921K	0.05%	165

Other funds holding BTU

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

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

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

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

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GJL

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Advisory Alpha's BTU Position: Q2 2024 in Review

Advisory Alpha sold out of Peabody Energy (BTU) in Q2 2024, closing a stake of 8,935 shares — an estimated $217K sold.

Advisory Alpha first reported a position in BTU in Q2 2023 and held it in 4 quarters. The position peaked at $901K in Q2 2023. 279 funds tracked by Wall St. Rank hold BTU as of Q2 2024.

Advisory Alpha reported no remaining Peabody Energy position as of Q2 2024 after selling out during the quarter.
Advisory Alpha sold 8,935 Peabody Energy shares in Q2 2024, an estimated $217K.
Advisory Alpha first reported a position in Peabody Energy in Q2 2023 and held it in 4 quarters.
Advisory Alpha's Peabody Energy position peaked at $901K in Q2 2023.
279 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2024.

Based on Advisory Alpha's 13F filing for Q2 2024, filed 21 Aug 2024.