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Independent Financial Group’s Peabody Energy BTU Stock Holding History

Independent Financial Group’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
-13,990
Closed -$339K – 1096
2024
Q1 		$339K Sell
13,990
-3,070
-18% -$77.3K 0.02% 733
2023
Q4 		$415K Sell
17,060
-1,600
-9% -$38.6K 0.02% 612
2023
Q3 		$485K Buy
+18,660
New +$417K 0.03% 496
2022
Q2 		– Sell
-36,658
Closed -$899K – 726
2022
Q1 		$899K Buy
+36,658
New +$622K 0.07% 282

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
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
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
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

Independent Financial Group's BTU Position: Q2 2024 in Review

Independent Financial Group sold out of Peabody Energy (BTU) in Q2 2024, closing a stake of 13,990 shares — an estimated $339K sold.

Independent Financial Group first reported a position in BTU in Q1 2022 and held it in 4 quarters. The position peaked at $899K in Q1 2022. 279 funds tracked by Wall St. Rank hold BTU as of Q2 2024.

  • Independent Financial Group reported no remaining Peabody Energy position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 13,990 Peabody Energy shares in Q2 2024, an estimated $339K.
  • Independent Financial Group first reported a position in Peabody Energy in Q1 2022 and held it in 4 quarters.
  • Independent Financial Group's Peabody Energy position peaked at $899K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.