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GeoWealth Management’s Peabody Energy BTU Stock Holding History

GeoWealth 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
2022
Q4 		– Sell
-11,741
Closed -$291K – 356
2022
Q3 		$291K Sell
11,741
-4,750
-29% -$107K 0.03% 202
2022
Q2 		$352K Buy
+16,491
New +$405K 0.05% 196

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's BTU Position: Q4 2022 in Review

GeoWealth Management sold out of Peabody Energy (BTU) in Q4 2022, closing a stake of 11,741 shares — an estimated $291K sold.

GeoWealth Management first reported a position in BTU in Q2 2022 and held it in 2 quarters. The position peaked at $352K in Q2 2022. 286 funds tracked by Wall St. Rank hold BTU as of Q4 2022.

  • GeoWealth Management reported no remaining Peabody Energy position as of Q4 2022 after selling out during the quarter.
  • GeoWealth Management sold 11,741 Peabody Energy shares in Q4 2022, an estimated $291K.
  • GeoWealth Management first reported a position in Peabody Energy in Q2 2022 and held it in 2 quarters.
  • GeoWealth Management's Peabody Energy position peaked at $352K in Q2 2022.
  • 286 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2022.

Based on GeoWealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.