Corient Private Wealth

Corient Private Wealth’s Peabody Energy BTU Stock Holding History

Corient Private Wealth’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
2026 Q1	$806K	Sell	24,476 -24,754	-50%	-$865K	﹤0.01%	1769
2025 Q4	$1.45M	Buy	49,230 +25,570	+108%	+$751K	﹤0.01%	1694
2025 Q3	$627K	Buy	23,660 +1,459	+7%	+$26K	﹤0.01%	1671
2025 Q2	$298K	Buy	22,201 +9,828	+79%	+$130K	﹤0.01%	1992
2025 Q1	$168K	Sell	12,373 -4,940	-29%	-$79.5K	﹤0.01%	2106
2024 Q4	$363K	Sell	17,313 -20,571	-54%	-$508K	﹤0.01%	1795
2024 Q3	$1.01M	Buy	37,884 +9,017	+31%	+$205K	﹤0.01%	1403
2024 Q2	$639K	Sell	28,867 -734	-2%	-$16.9K	﹤0.01%	1517
2024 Q1	$718K	Buy	29,601 +2,583	+10%	+$65K	﹤0.01%	1451
2023 Q4	$657K	Sell	27,018 -23	-0.1%	-$555	﹤0.01%	1466
2023 Q3	$703K	Sell	27,041 -2,465	-8%	-$55.1K	﹤0.01%	1319
2023 Q2	$639K	Buy	29,506 +20	+0.1%	+$443	﹤0.01%	1336
2023 Q1	$755K	Sell	29,486 -473	-2%	-$12.6K	﹤0.01%	1203
2022 Q4	$792K	Buy	+29,959	New	+$823K	﹤0.01%	982

Other funds holding BTU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return