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Schechter Investment Advisors’s Peabody Energy BTU Stock Holding History

Schechter Investment Advisors’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
-8,514
Closed -$207K – 657
2024
Q1 		$207K Sell
8,514
-153
-2% -$3.85K 0.02% 580
2023
Q4 		$211K Buy
8,667
+32
+0.4% +$772 0.02% 555
2023
Q3 		$224K Buy
+8,635
New +$193K 0.02% 518

Other funds holding BTU

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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

Schechter Investment Advisors's BTU Position: Q2 2024 in Review

Schechter Investment Advisors sold out of Peabody Energy (BTU) in Q2 2024, closing a stake of 8,514 shares — an estimated $207K sold.

Schechter Investment Advisors first reported a position in BTU in Q3 2023 and held it in 3 quarters. The position peaked at $224K in Q3 2023. 279 funds tracked by Wall St. Rank hold BTU as of Q2 2024.

  • Schechter Investment Advisors reported no remaining Peabody Energy position as of Q2 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 8,514 Peabody Energy shares in Q2 2024, an estimated $207K.
  • Schechter Investment Advisors first reported a position in Peabody Energy in Q3 2023 and held it in 3 quarters.
  • Schechter Investment Advisors's Peabody Energy position peaked at $224K in Q3 2023.
  • 279 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.