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Independent Advisor Alliance’s Peabody Energy BTU Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-13,935
Closed -$339K – 705
2023
Q4 		$339K Hold
13,935
– – 0.01% 520
2023
Q3 		$362K Sell
13,935
-135
-1% -$3.02K 0.02% 475
2023
Q2 		$305K Buy
14,070
+20
+0.1% +$443 0.01% 526
2023
Q1 		$360K Sell
14,050
-3,165
-18% -$84.1K 0.02% 480
2022
Q4 		$455 Sell
17,215
-690
-4% -$19K ﹤0.01% 350
2022
Q3 		$444K Buy
+17,905
New +$402K 0.03% 399

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Independent Advisor Alliance's BTU Position: Q1 2024 in Review

Independent Advisor Alliance sold out of Peabody Energy (BTU) in Q1 2024, closing a stake of 13,935 shares — an estimated $339K sold.

Independent Advisor Alliance first reported a position in BTU in Q3 2022 and held it in 6 quarters. The position peaked at $444K in Q3 2022. 303 funds tracked by Wall St. Rank hold BTU as of Q1 2024.

  • Independent Advisor Alliance reported no remaining Peabody Energy position as of Q1 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,935 Peabody Energy shares in Q1 2024, an estimated $339K.
  • Independent Advisor Alliance first reported a position in Peabody Energy in Q3 2022 and held it in 6 quarters.
  • Independent Advisor Alliance's Peabody Energy position peaked at $444K in Q3 2022.
  • 303 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2024.

Based on Independent Advisor Alliance's 13F filing for Q1 2024, filed 8 May 2024.