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Avior Wealth Management’s Peabody Energy BTU Stock Holding History

Avior 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
2025
Q1 		– Sell
-1,080
Closed -$22.6K – 956
2024
Q4 		$22.6K Hold
1,080
– – ﹤0.01% 1383
2024
Q3 		$28.7K Buy
1,080
+177
+20% +$4.03K ﹤0.01% 1292
2024
Q2 		$20K Sell
903
-1,418
-61% -$32.7K ﹤0.01% 1349
2024
Q1 		$56.3K Buy
2,321
+1,921
+480% +$48.4K ﹤0.01% 1191
2023
Q4 		$9.73K Hold
400
– – ﹤0.01% 996
2023
Q3 		$10.4K Buy
+400
New +$8.95K ﹤0.01% 1036

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Avior Wealth Management's BTU Position: Q1 2025 in Review

Avior Wealth Management sold out of Peabody Energy (BTU) in Q1 2025, closing a stake of 1,080 shares — an estimated $22.6K sold.

Avior Wealth Management first reported a position in BTU in Q3 2023 and held it in 6 quarters. The position peaked at $56.3K in Q1 2024. 305 funds tracked by Wall St. Rank hold BTU as of Q1 2025.

  • Avior Wealth Management reported no remaining Peabody Energy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,080 Peabody Energy shares in Q1 2025, an estimated $22.6K.
  • Avior Wealth Management first reported a position in Peabody Energy in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Peabody Energy position peaked at $56.3K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.