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Castleview Partners’s Peabody Energy BTU Stock Holding History

Castleview 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
2022
Q3 		– Sell
-3,213
Closed -$535K – 627
2022
Q2 		$535K Buy
+3,213
New +$78.8K 0.43% 49

Other funds holding BTU

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Castleview Partners's BTU Position: Q3 2022 in Review

Castleview Partners sold out of Peabody Energy (BTU) in Q3 2022, closing a stake of 3,213 shares — an estimated $535K sold.

Castleview Partners first reported a position in BTU in Q2 2022 and held it in 1 quarter. The position peaked at $535K in Q2 2022. 250 funds tracked by Wall St. Rank hold BTU as of Q3 2022.

  • Castleview Partners reported no remaining Peabody Energy position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 3,213 Peabody Energy shares in Q3 2022, an estimated $535K.
  • Castleview Partners first reported a position in Peabody Energy in Q2 2022 and held it in 1 quarter.
  • Castleview Partners's Peabody Energy position peaked at $535K in Q2 2022.
  • 250 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.