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Dynasty Wealth Management’s Peabody Energy BTU Stock Holding History

Dynasty 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
Q2 		– Sell
-13,023
Closed -$316K – 249
2024
Q1 		$316K Buy
+13,023
New +$328K 0.01% 223

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State Street
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P3I
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American Century Companies
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GJL
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dynasty Wealth Management's BTU Position: Q2 2024 in Review

Dynasty Wealth Management sold out of Peabody Energy (BTU) in Q2 2024, closing a stake of 13,023 shares — an estimated $316K sold.

Dynasty Wealth Management first reported a position in BTU in Q1 2024 and held it in 1 quarter. The position peaked at $316K in Q1 2024. 279 funds tracked by Wall St. Rank hold BTU as of Q2 2024.

  • Dynasty Wealth Management reported no remaining Peabody Energy position as of Q2 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 13,023 Peabody Energy shares in Q2 2024, an estimated $316K.
  • Dynasty Wealth Management first reported a position in Peabody Energy in Q1 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's Peabody Energy position peaked at $316K in Q1 2024.
  • 279 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2024.

Based on Dynasty Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.