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Affinity Wealth Management’s Peabody Energy BTU Stock Holding History

Affinity 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
Q2 		– Sell
-107,675
Closed -$2.76M – 102
2023
Q1 		$2.76M Sell
107,675
-1,831
-2% -$48.6K 0.65% 43
2022
Q4 		$2.89M Buy
+109,506
New +$3.01M 0.69% 35

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Affinity Wealth Management's BTU Position: Q2 2023 in Review

Affinity Wealth Management sold out of Peabody Energy (BTU) in Q2 2023, closing a stake of 107,675 shares — an estimated $2.76M sold.

Affinity Wealth Management first reported a position in BTU in Q4 2022 and held it in 2 quarters. The position peaked at $2.89M in Q4 2022. 259 funds tracked by Wall St. Rank hold BTU as of Q2 2023.

  • Affinity Wealth Management reported no remaining Peabody Energy position as of Q2 2023 after selling out during the quarter.
  • Affinity Wealth Management sold 107,675 Peabody Energy shares in Q2 2023, an estimated $2.76M.
  • Affinity Wealth Management first reported a position in Peabody Energy in Q4 2022 and held it in 2 quarters.
  • Affinity Wealth Management's Peabody Energy position peaked at $2.89M in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2023.

Based on Affinity Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.