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Belpointe Asset Management’s Peabody Energy BTU Stock Holding History

Belpointe Asset 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
-225
Closed -$5.76K – 962
2023
Q1 		$5.76K Buy
+225
New +$5.98K ﹤0.01% 2953

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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

Belpointe Asset Management's BTU Position: Q2 2023 in Review

Belpointe Asset Management sold out of Peabody Energy (BTU) in Q2 2023, closing a stake of 225 shares — an estimated $5.76K sold.

Belpointe Asset Management first reported a position in BTU in Q1 2023 and held it in 1 quarter. The position peaked at $5.76K in Q1 2023. 259 funds tracked by Wall St. Rank hold BTU as of Q2 2023.

  • Belpointe Asset Management reported no remaining Peabody Energy position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 225 Peabody Energy shares in Q2 2023, an estimated $5.76K.
  • Belpointe Asset Management first reported a position in Peabody Energy in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Peabody Energy position peaked at $5.76K in Q1 2023.
  • 259 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.