Level Four Advisory Services’s Peabody Energy BTU Stock Holding History

Level Four 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
2023 Q2	–	Sell	-8,300	Closed	-$212K	–	809
2023 Q1	$212K	Buy	+8,300	New	+$221K	0.01%	673
2022 Q4	–	Sell	-8,100	Closed	-$201K	–	686
2022 Q3	$201K	Buy	+8,100	New	+$182K	0.02%	509
2022 Q2	–	Sell	-12,780	Closed	-$313K	–	575
2022 Q1	$313K	Buy	+12,780	New	+$217K	0.02%	506

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

Level Four Advisory Services's BTU Position: Q2 2023 in Review

Level Four Advisory Services sold out of Peabody Energy (BTU) in Q2 2023, closing a stake of 8,300 shares — an estimated $212K sold.

Level Four Advisory Services first reported a position in BTU in Q1 2022 and held it in 3 quarters. The position peaked at $313K in Q1 2022. 259 funds tracked by Wall St. Rank hold BTU as of Q2 2023.

Level Four Advisory Services reported no remaining Peabody Energy position as of Q2 2023 after selling out during the quarter.
Level Four Advisory Services sold 8,300 Peabody Energy shares in Q2 2023, an estimated $212K.
Level Four Advisory Services first reported a position in Peabody Energy in Q1 2022 and held it in 3 quarters.
Level Four Advisory Services's Peabody Energy position peaked at $313K in Q1 2022.
259 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2023.

Based on Level Four Advisory Services's 13F filing for Q2 2023, filed 10 Jul 2023.