Pathstone Family Office’s Peabody Energy BTU Stock Holding History

Pathstone Family Office’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 Q1	–	Sell	-6,052	Closed	-$251K	–	1228
2022 Q4	$251K	Sell	6,052 -948	-14%	-$26.1K	﹤0.01%	997
2022 Q3	$174K	Buy	+7,000	New	+$157K	﹤0.01%	1115
2021 Q4	–	Sell	-4,600	Closed	-$68K	–	908
2021 Q3	$68K	Buy	+4,600	New	+$60.2K	﹤0.01%	843

Other funds holding BTU

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Pathstone Family Office's BTU Position: Q1 2023 in Review

Pathstone Family Office sold out of Peabody Energy (BTU) in Q1 2023, closing a stake of 6,052 shares — an estimated $251K sold.

Pathstone Family Office first reported a position in BTU in Q3 2021 and held it in 3 quarters. The position peaked at $251K in Q4 2022. 282 funds tracked by Wall St. Rank hold BTU as of Q1 2023.

Pathstone Family Office reported no remaining Peabody Energy position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 6,052 Peabody Energy shares in Q1 2023, an estimated $251K.
Pathstone Family Office first reported a position in Peabody Energy in Q3 2021 and held it in 3 quarters.
Pathstone Family Office's Peabody Energy position peaked at $251K in Q4 2022.
282 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.