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SYSTM Wealth Solutions’s Peabody Energy BTU Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-2,891
Closed -$70.1K – 706
2024
Q1 		$70.1K Sell
2,891
-76
-3% -$1.91K 0.01% 532
2023
Q4 		$72.2K Buy
+2,967
New +$71.5K 0.01% 514

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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
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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SYSTM Wealth Solutions's BTU Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Peabody Energy (BTU) in Q2 2024, closing a stake of 2,891 shares — an estimated $70.1K sold.

SYSTM Wealth Solutions first reported a position in BTU in Q4 2023 and held it in 2 quarters. The position peaked at $72.2K in Q4 2023. 279 funds tracked by Wall St. Rank hold BTU as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Peabody Energy position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,891 Peabody Energy shares in Q2 2024, an estimated $70.1K.
  • SYSTM Wealth Solutions first reported a position in Peabody Energy in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Peabody Energy position peaked at $72.2K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.