American Portfolios Advisors’s Peabody Energy BTU Stock Holding History

American Portfolios Advisors’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
2022 Q3	$344K	Sell	13,867 -1,500	-10%	-$33.7K	0.01%	794
2022 Q2	$328K	Sell	15,367 -21,304	-58%	-$523K	0.01%	842
2022 Q1	$900K	Buy	36,671 +9,229	+34%	+$156K	0.03%	526
2021 Q4	$276K	Buy	27,442 +24,950	+1,001%	+$303K	0.01%	992
2021 Q3	$36.9K	Buy	2,492 +1,100	+79%	+$14.4K	﹤0.01%	1944
2021 Q2	$11K	Hold	1,392	–	–	﹤0.01%	2475
2021 Q1	$4.26K	Buy	1,392 +1,000	+255%	+$3.77K	﹤0.01%	2756
2020 Q4	$945	Buy	392 +300	+326%	+$487	﹤0.01%	2839
2020 Q3	$212	Buy	+92	New	+$266	﹤0.01%	2896

Other funds holding BTU

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

P3I

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

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

American Portfolios Advisors's BTU Position: Q3 2022 in Review

American Portfolios Advisors reduced its Peabody Energy (BTU) stake by 9.8% in Q3 2022, selling an estimated $33.7K and leaving 13,867 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #794.

American Portfolios Advisors first reported a position in BTU in Q3 2020 and has held it in 9 quarters since. The position peaked at $900K in Q1 2022. 250 funds tracked by Wall St. Rank hold BTU as of Q3 2022.

American Portfolios Advisors held 13,867 shares of Peabody Energy worth $344K as of Q3 2022.
American Portfolios Advisors sold 1,500 Peabody Energy shares in Q3 2022, an estimated $33.7K.
Peabody Energy made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #794 holding.
American Portfolios Advisors first reported a position in Peabody Energy in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's Peabody Energy position peaked at $900K in Q1 2022.
250 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.