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Balboa Wealth Partners’s Peabody Energy BTU Stock Holding History

Balboa Wealth Partners’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
Q4 		– Sell
-13,949
Closed -$363K – 289
2023
Q3 		$363K Sell
13,949
-1,000
-7% -$22.4K 0.14% 127
2023
Q2 		$324K Buy
14,949
+2,300
+18% +$51K 0.11% 149
2023
Q1 		$324K Buy
+12,649
New +$336K 0.12% 150

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balboa Wealth Partners's BTU Position: Q4 2023 in Review

Balboa Wealth Partners sold out of Peabody Energy (BTU) in Q4 2023, closing a stake of 13,949 shares — an estimated $363K sold.

Balboa Wealth Partners first reported a position in BTU in Q1 2023 and held it in 3 quarters. The position peaked at $363K in Q3 2023. 285 funds tracked by Wall St. Rank hold BTU as of Q4 2023.

  • Balboa Wealth Partners reported no remaining Peabody Energy position as of Q4 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 13,949 Peabody Energy shares in Q4 2023, an estimated $363K.
  • Balboa Wealth Partners first reported a position in Peabody Energy in Q1 2023 and held it in 3 quarters.
  • Balboa Wealth Partners's Peabody Energy position peaked at $363K in Q3 2023.
  • 285 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.