B. Riley Wealth Advisors’s Peabody Energy BTU Stock Holding History

B. Riley Wealth 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
2024 Q2	–	Sell	-40,236	Closed	-$1.05M	–	1415
2024 Q1	$1.05M	Buy	40,236 +8,193	+26%	+$206K	0.03%	514
2023 Q4	$779K	Sell	32,043 -8,193	-20%	-$198K	0.02%	609
2023 Q3	$1.05M	Buy	40,236 +9,247	+30%	+$207K	0.03%	514
2023 Q2	$671K	Buy	+30,989	New	+$687K	0.02%	733
2022 Q2	–	Sell	-10,300	Closed	-$253K	–	1256
2022 Q1	$253K	Buy	+10,300	New	+$175K	0.01%	1091

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

B. Riley Wealth Advisors's BTU Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Peabody Energy (BTU) in Q2 2024, closing a stake of 40,236 shares — an estimated $1.05M sold.

B. Riley Wealth Advisors first reported a position in BTU in Q1 2022 and held it in 5 quarters. The position peaked at $1.05M in Q1 2024. 279 funds tracked by Wall St. Rank hold BTU as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Peabody Energy position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 40,236 Peabody Energy shares in Q2 2024, an estimated $1.05M.
B. Riley Wealth Advisors first reported a position in Peabody Energy in Q1 2022 and held it in 5 quarters.
B. Riley Wealth Advisors's Peabody Energy position peaked at $1.05M in Q1 2024.
279 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.