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Kestra Advisory Services’s Peabody Energy BTU Stock Holding History

Kestra Advisory Services’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
Q3 		– Sell
-19,962
Closed -$442K – 2579
2024
Q2 		$442K Buy
19,962
+5,860
+42% +$135K ﹤0.01% 1861
2024
Q1 		$342K Buy
14,102
+2,708
+24% +$68.2K ﹤0.01% 1912
2023
Q4 		$277K Sell
11,394
-1,772
-13% -$42.7K ﹤0.01% 1896
2023
Q3 		$342K Buy
13,166
+7
+0.1% +$157 ﹤0.01% 1582
2023
Q2 		$285K Buy
13,159
+1,645
+14% +$36.4K ﹤0.01% 1657
2023
Q1 		$295K Buy
11,514
+83
+0.7% +$2.21K ﹤0.01% 1571
2022
Q4 		$302K Buy
+11,431
New +$314K ﹤0.01% 1742

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's BTU Position: Q3 2024 in Review

Kestra Advisory Services sold out of Peabody Energy (BTU) in Q3 2024, closing a stake of 19,962 shares — an estimated $442K sold.

Kestra Advisory Services first reported a position in BTU in Q4 2022 and held it in 7 quarters. The position peaked at $442K in Q2 2024. 278 funds tracked by Wall St. Rank hold BTU as of Q3 2024.

  • Kestra Advisory Services reported no remaining Peabody Energy position as of Q3 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 19,962 Peabody Energy shares in Q3 2024, an estimated $442K.
  • Kestra Advisory Services first reported a position in Peabody Energy in Q4 2022 and held it in 7 quarters.
  • Kestra Advisory Services's Peabody Energy position peaked at $442K in Q2 2024.
  • 278 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2024.

Based on Kestra Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.