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SFG Wealth Management’s Peabody Energy BTU Stock Holding History

SFG 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
2023
Q2 		– Sell
-8,241
Closed -$211K – 97
2023
Q1 		$211K Sell
8,241
-1,291
-14% -$34.3K 0.23% 72
2022
Q4 		$252K Sell
9,532
-13
-0.1% -$357 0.31% 63
2022
Q3 		$237K Buy
+9,545
New +$214K 0.32% 60

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SFG Wealth Management's BTU Position: Q2 2023 in Review

SFG Wealth Management sold out of Peabody Energy (BTU) in Q2 2023, closing a stake of 8,241 shares — an estimated $211K sold.

SFG Wealth Management first reported a position in BTU in Q3 2022 and held it in 3 quarters. The position peaked at $252K in Q4 2022. 259 funds tracked by Wall St. Rank hold BTU as of Q2 2023.

  • SFG Wealth Management reported no remaining Peabody Energy position as of Q2 2023 after selling out during the quarter.
  • SFG Wealth Management sold 8,241 Peabody Energy shares in Q2 2023, an estimated $211K.
  • SFG Wealth Management first reported a position in Peabody Energy in Q3 2022 and held it in 3 quarters.
  • SFG Wealth Management's Peabody Energy position peaked at $252K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2023.

Based on SFG Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.