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Stratos Wealth Advisors’s Peabody Energy BTU Stock Holding History

Stratos Wealth Advisors’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
Q3 		– Sell
-45,267
Closed -$1M – 738
2024
Q2 		$1M Buy
45,267
+2,436
+6% +$56.2K 0.05% 332
2024
Q1 		$1.04M Sell
42,831
-9,081
-17% -$229K 0.06% 318
2023
Q4 		$1.26M Buy
51,912
+1,498
+3% +$36.1K 0.07% 282
2023
Q3 		$1.31M Sell
50,414
-583
-1% -$13K 0.09% 252
2023
Q2 		$1.1M Buy
+50,997
New +$1.13M 0.08% 283

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Advisors's BTU Position: Q3 2024 in Review

Stratos Wealth Advisors sold out of Peabody Energy (BTU) in Q3 2024, closing a stake of 45,267 shares — an estimated $1M sold.

Stratos Wealth Advisors first reported a position in BTU in Q2 2023 and held it in 5 quarters. The position peaked at $1.31M in Q3 2023. 278 funds tracked by Wall St. Rank hold BTU as of Q3 2024.

  • Stratos Wealth Advisors reported no remaining Peabody Energy position as of Q3 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 45,267 Peabody Energy shares in Q3 2024, an estimated $1M.
  • Stratos Wealth Advisors first reported a position in Peabody Energy in Q2 2023 and held it in 5 quarters.
  • Stratos Wealth Advisors's Peabody Energy position peaked at $1.31M in Q3 2023.
  • 278 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2024.

Based on Stratos Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.