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Simplicity Solutions’s Peabody Energy BTU Stock Holding History

Simplicity 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
2023
Q2 		– Sell
-42,214
Closed -$1.08M – 1077
2023
Q1 		$1.08M Buy
+42,214
New +$1.12M 0.03% 465

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

Simplicity Solutions's BTU Position: Q2 2023 in Review

Simplicity Solutions sold out of Peabody Energy (BTU) in Q2 2023, closing a stake of 42,214 shares — an estimated $1.08M sold.

Simplicity Solutions first reported a position in BTU in Q1 2023 and held it in 1 quarter. The position peaked at $1.08M in Q1 2023. 259 funds tracked by Wall St. Rank hold BTU as of Q2 2023.

  • Simplicity Solutions reported no remaining Peabody Energy position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 42,214 Peabody Energy shares in Q2 2023, an estimated $1.08M.
  • Simplicity Solutions first reported a position in Peabody Energy in Q1 2023 and held it in 1 quarter.
  • Simplicity Solutions's Peabody Energy position peaked at $1.08M in Q1 2023.
  • 259 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.