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Cassady Schiller Wealth Management’s Peabody Energy BTU Stock Holding History

Cassady Schiller 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
2024
Q4 		$524 Buy
+25
New +$617 ﹤0.01% 962

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Cassady Schiller Wealth Management's BTU Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Peabody Energy (BTU) in Q4 2024: 25 shares worth $524. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

303 funds tracked by Wall St. Rank hold BTU as of Q4 2024.

  • Cassady Schiller Wealth Management held 25 shares of Peabody Energy worth $524 as of Q4 2024.
  • Peabody Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Peabody Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #962 holding.
  • 303 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.