Cypress Wealth Services’s Peabody Energy BTU Stock Holding History

Cypress Wealth Services’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	–	Sell	-7,689	Closed	-$204K	–	284
2024 Q3	$204K	Buy	+7,689	New	+$175K	0.04%	267

Other funds holding BTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Cypress Wealth Services's BTU Position: Q4 2024 in Review

Cypress Wealth Services sold out of Peabody Energy (BTU) in Q4 2024, closing a stake of 7,689 shares — an estimated $204K sold.

Cypress Wealth Services first reported a position in BTU in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 303 funds tracked by Wall St. Rank hold BTU as of Q4 2024.

Cypress Wealth Services reported no remaining Peabody Energy position as of Q4 2024 after selling out during the quarter.
Cypress Wealth Services sold 7,689 Peabody Energy shares in Q4 2024, an estimated $204K.
Cypress Wealth Services first reported a position in Peabody Energy in Q3 2024 and held it in 1 quarter.
Cypress Wealth Services's Peabody Energy position peaked at $204K in Q3 2024.
303 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2024.

Based on Cypress Wealth Services's 13F filing for Q4 2024, filed 15 Jan 2025.