SFG
BTU icon

Sovereign Financial Group’s Peabody Energy BTU Stock Holding History

Sovereign Financial Group’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
Q1 		– Sell
-13,019
Closed -$344K – 216
2022
Q4 		$344K Buy
+13,019
New +$358K 0.14% 155

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sovereign Financial Group's BTU Position: Q1 2023 in Review

Sovereign Financial Group sold out of Peabody Energy (BTU) in Q1 2023, closing a stake of 13,019 shares — an estimated $344K sold.

Sovereign Financial Group first reported a position in BTU in Q4 2022 and held it in 1 quarter. The position peaked at $344K in Q4 2022. 282 funds tracked by Wall St. Rank hold BTU as of Q1 2023.

  • Sovereign Financial Group reported no remaining Peabody Energy position as of Q1 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 13,019 Peabody Energy shares in Q1 2023, an estimated $344K.
  • Sovereign Financial Group first reported a position in Peabody Energy in Q4 2022 and held it in 1 quarter.
  • Sovereign Financial Group's Peabody Energy position peaked at $344K in Q4 2022.
  • 282 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2023.

Based on Sovereign Financial Group's 13F filing for Q1 2023, filed 4 May 2023.