TCI Wealth Advisors’s Peabody Energy BTU Stock Holding History

TCI 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
2023 Q1	–	Sell	-8	Closed	-$211	–	2535
2022 Q4	$211	Buy	+8	New	+$220	﹤0.01%	2328

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

TCI Wealth Advisors's BTU Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Peabody Energy (BTU) in Q1 2023, closing a stake of 8 shares — an estimated $211 sold.

TCI Wealth Advisors first reported a position in BTU in Q4 2022 and held it in 1 quarter. The position peaked at $211 in Q4 2022. 282 funds tracked by Wall St. Rank hold BTU as of Q1 2023.

TCI Wealth Advisors reported no remaining Peabody Energy position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 8 Peabody Energy shares in Q1 2023, an estimated $211.
TCI Wealth Advisors first reported a position in Peabody Energy in Q4 2022 and held it in 1 quarter.
TCI Wealth Advisors's Peabody Energy position peaked at $211 in Q4 2022.
282 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.