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Carolina Wealth Advisors’s Peabody Energy BTU Stock Holding History

Carolina 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
2025
Q1 		– Sell
-3,612
Closed -$75.6K – 289
2024
Q4 		$75.6K Sell
3,612
-104
-3% -$2.57K 0.04% 88
2024
Q3 		$98.6K Buy
+3,716
New +$84.7K 0.05% 74
2023
Q3 		– Sell
-21,679
Closed -$470K – 268
2023
Q2 		$470K Buy
21,679
+1,331
+7% +$29.5K 0.28% 48
2023
Q1 		$521K Buy
20,348
+2,955
+17% +$78.5K 0.31% 42
2022
Q4 		$460K Buy
17,393
+1,591
+10% +$43.7K 0.29% 41
2022
Q3 		$392K Buy
15,802
+1,445
+10% +$32.4K 0.31% 37
2022
Q2 		$306K Sell
14,357
-11,808
-45% -$290K 0.2% 56
2022
Q1 		$642K Buy
+26,165
New +$444K 0.41% 32

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Carolina Wealth Advisors's BTU Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Peabody Energy (BTU) in Q1 2025, closing a stake of 3,612 shares — an estimated $75.6K sold.

Carolina Wealth Advisors first reported a position in BTU in Q1 2022 and held it in 8 quarters. The position peaked at $642K in Q1 2022. 305 funds tracked by Wall St. Rank hold BTU as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Peabody Energy position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 3,612 Peabody Energy shares in Q1 2025, an estimated $75.6K.
  • Carolina Wealth Advisors first reported a position in Peabody Energy in Q1 2022 and held it in 8 quarters.
  • Carolina Wealth Advisors's Peabody Energy position peaked at $642K in Q1 2022.
  • 305 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.