JP Morgan Private Wealth Advisors’s Peabody Energy BTU Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q2	–	Sell	-1,892,220	Closed	-$48.4M	–	1537
2023 Q1	$48.4M	Sell	1,892,220 -38,150	-2%	-$1.01M	0.1%	196
2022 Q4	$51M	Sell	1,930,370 -15,658	-0.8%	-$430K	0.11%	181
2022 Q3	$48.3M	Sell	1,946,028 -159,907	-8%	-$3.59M	0.13%	171
2022 Q2	$44.9M	Buy	2,105,935 +1,197	+0.1%	+$29.4K	0.11%	184
2022 Q1	$51.6M	Buy	2,104,738 +2,015,138	+2,249%	+$34.2M	0.11%	185
2021 Q4	$902K	Buy	+89,600	New	+$1.09M	﹤0.01%	1294

Other funds holding BTU

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

JP Morgan Private Wealth Advisors's BTU Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Peabody Energy (BTU) in Q2 2023, closing a stake of 1,892,220 shares — an estimated $48.4M sold.

JP Morgan Private Wealth Advisors first reported a position in BTU in Q4 2021 and held it in 6 quarters. The position peaked at $51.6M in Q1 2022. 259 funds tracked by Wall St. Rank hold BTU as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Peabody Energy position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 1,892,220 Peabody Energy shares in Q2 2023, an estimated $48.4M.
JP Morgan Private Wealth Advisors first reported a position in Peabody Energy in Q4 2021 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's Peabody Energy position peaked at $51.6M in Q1 2022.
259 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.