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Planned Solutions’s Peabody Energy BTU Stock Holding History

Planned Solutions’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
Q4 		– Sell
-231
Closed -$6.13K – 182
2024
Q3 		$6.13K Buy
+231
New +$5.26K ﹤0.01% 481
2024
Q1 		– Sell
-231
Closed -$5.62K – 156
2023
Q4 		$5.62K Buy
+231
New +$5.57K ﹤0.01% 466
2021
Q1 		– Sell
-231
Closed -$1K – 107
2020
Q4 		$1K Hold
231
– – ﹤0.01% 448
2020
Q3 		$1K Buy
+231
New +$668 ﹤0.01% 321

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Planned Solutions's BTU Position: Q4 2024 in Review

Planned Solutions sold out of Peabody Energy (BTU) in Q4 2024, closing a stake of 231 shares — an estimated $6.13K sold.

Planned Solutions first reported a position in BTU in Q3 2020 and held it in 4 quarters. The position peaked at $6.13K in Q3 2024. 303 funds tracked by Wall St. Rank hold BTU as of Q4 2024.

  • Planned Solutions reported no remaining Peabody Energy position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 231 Peabody Energy shares in Q4 2024, an estimated $6.13K.
  • Planned Solutions first reported a position in Peabody Energy in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Peabody Energy position peaked at $6.13K in Q3 2024.
  • 303 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.