SFS
BTU icon

Sowell Financial Services’s Peabody Energy BTU Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-31,841
Closed -$774K – 546
2023
Q4 		$774K Sell
31,841
-13,299
-29% -$321K 0.04% 373
2023
Q3 		$1.17M Sell
45,140
-1,857
-4% -$41.5K 0.07% 285
2023
Q2 		$1.02M Buy
46,997
+392
+0.8% +$8.68K 0.06% 356
2023
Q1 		$1.19M Sell
46,605
-450
-1% -$12K 0.09% 265
2022
Q4 		$1.24M Buy
47,055
+230
+0.5% +$6.32K 0.08% 277
2022
Q3 		$1.16M Sell
46,825
-275
-0.6% -$6.17K 0.12% 218
2022
Q2 		$1M Buy
+47,100
New +$1.16M 0.09% 165

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sowell Financial Services's BTU Position: Q1 2024 in Review

Sowell Financial Services sold out of Peabody Energy (BTU) in Q1 2024, closing a stake of 31,841 shares — an estimated $774K sold.

Sowell Financial Services first reported a position in BTU in Q2 2022 and held it in 7 quarters. The position peaked at $1.24M in Q4 2022. 303 funds tracked by Wall St. Rank hold BTU as of Q1 2024.

  • Sowell Financial Services reported no remaining Peabody Energy position as of Q1 2024 after selling out during the quarter.
  • Sowell Financial Services sold 31,841 Peabody Energy shares in Q1 2024, an estimated $774K.
  • Sowell Financial Services first reported a position in Peabody Energy in Q2 2022 and held it in 7 quarters.
  • Sowell Financial Services's Peabody Energy position peaked at $1.24M in Q4 2022.
  • 303 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2024.

Based on Sowell Financial Services's 13F filing for Q1 2024, filed 3 May 2024.