PWM
BTU icon

Perigon Wealth Management’s Peabody Energy BTU Stock Holding History

Perigon Wealth Management’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
Q2 		– Sell
-11,374
Closed -$276K – 871
2024
Q1 		$276K Sell
11,374
-26
-0.2% -$654 0.01% 707
2023
Q4 		$277K Buy
+11,400
New +$275K 0.01% 679

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Perigon Wealth Management's BTU Position: Q2 2024 in Review

Perigon Wealth Management sold out of Peabody Energy (BTU) in Q2 2024, closing a stake of 11,374 shares — an estimated $276K sold.

Perigon Wealth Management first reported a position in BTU in Q4 2023 and held it in 2 quarters. The position peaked at $277K in Q4 2023. 279 funds tracked by Wall St. Rank hold BTU as of Q2 2024.

  • Perigon Wealth Management reported no remaining Peabody Energy position as of Q2 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 11,374 Peabody Energy shares in Q2 2024, an estimated $276K.
  • Perigon Wealth Management first reported a position in Peabody Energy in Q4 2023 and held it in 2 quarters.
  • Perigon Wealth Management's Peabody Energy position peaked at $277K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2024.

Based on Perigon Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.