Spire Wealth Management’s Peabody Energy BTU Stock Holding History

Spire 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 Q1	–	Sell	-102	Closed	-$3K	–	2487
2022 Q4	$3K	Buy	+102	New	+$2.8K	﹤0.01%	1948

Other funds holding BTU

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spire Wealth Management's BTU Position: Q1 2023 in Review

Spire Wealth Management sold out of Peabody Energy (BTU) in Q1 2023, closing a stake of 102 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in BTU in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 282 funds tracked by Wall St. Rank hold BTU as of Q1 2023.

Spire Wealth Management reported no remaining Peabody Energy position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 102 Peabody Energy shares in Q1 2023, an estimated $3K.
Spire Wealth Management first reported a position in Peabody Energy in Q4 2022 and held it in 1 quarter.
Spire Wealth Management's Peabody Energy position peaked at $3K in Q4 2022.
282 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.