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Synergy Asset Management’s Peabody Energy BTU Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-109
Closed -$2.89K – 196
2024
Q4 		$2.89K Buy
+109
New +$2.69K ﹤0.01% 635

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Renaissance Technologies
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P3I
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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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Synergy Asset Management's BTU Position: Q1 2025 in Review

Synergy Asset Management sold out of Peabody Energy (BTU) in Q1 2025, closing a stake of 109 shares — an estimated $2.89K sold.

Synergy Asset Management first reported a position in BTU in Q4 2024 and held it in 1 quarter. The position peaked at $2.89K in Q4 2024. 305 funds tracked by Wall St. Rank hold BTU as of Q1 2025.

  • Synergy Asset Management reported no remaining Peabody Energy position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 109 Peabody Energy shares in Q1 2025, an estimated $2.89K.
  • Synergy Asset Management first reported a position in Peabody Energy in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Peabody Energy position peaked at $2.89K in Q4 2024.
  • 305 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.