Next Financial Group’s Peabody Energy BTU Stock Holding History

Next 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
2021 Q4	$1K	Hold	52	–	–	﹤0.01%	2706
2021 Q3	$1K	Hold	52	–	–	﹤0.01%	2583
2021 Q2	$0	Hold	52	–	–	﹤0.01%	2629
2021 Q1	$0	Hold	52	–	–	﹤0.01%	2531
2020 Q4	$0	Hold	52	–	–	﹤0.01%	2347
2020 Q3	$0	Buy	+52	New	+$150	﹤0.01%	2181
2020 Q2	–	Sell	-52	Closed	–	–	769
2020 Q1	$0	Hold	52	–	–	﹤0.01%	2143
2019 Q4	$0	Hold	52	–	–	﹤0.01%	2366
2019 Q3	$1K	Hold	52	–	–	﹤0.01%	2200
2019 Q2	$1K	Buy	52 +26	+100%	+$684	﹤0.01%	2193
2019 Q1	$1K	Sell	26 -26	-50%	-$819	﹤0.01%	1538
2018 Q4	$2K	Buy	52 +26	+100%	+$872	﹤0.01%	1724
2018 Q3	$1K	Buy	+26	New	+$1.11K	﹤0.01%	1375
2017 Q4	–	Sell	-52	Closed	-$1K	–	397
2017 Q3	$1K	Buy	+52	New	+$1.47K	﹤0.01%	1669

Other funds holding BTU

EIM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Next Financial Group's BTU Position: Q4 2021 in Review

Next Financial Group held its Peabody Energy (BTU) position steady in Q4 2021 at 52 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Next Financial Group first reported a position in BTU in Q3 2017 and has held it in 14 quarters since. The position peaked at $2K in Q4 2018. 175 funds tracked by Wall St. Rank hold BTU as of Q4 2021.

Next Financial Group held 52 shares of Peabody Energy worth $1K as of Q4 2021.
Next Financial Group left its Peabody Energy share count unchanged in Q4 2021.
Peabody Energy made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2706 holding.
Next Financial Group first reported a position in Peabody Energy in Q3 2017 and has held it in 14 quarters since.
Next Financial Group's Peabody Energy position peaked at $2K in Q4 2018.
175 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.