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TFO Wealth Partners’s Peabody Energy BTU Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-4
Closed -$101 – 815
2023
Q4 		$97 Hold
4
– – ﹤0.01% 797
2023
Q3 		$87 Hold
4
– – ﹤0.01% 993
2023
Q2 		$87 Hold
4
– – ﹤0.01% 690
2023
Q1 		$102 Sell
4
-187
-98% -$4.97K ﹤0.01% 641
2022
Q4 		$22.1K Buy
+191
New +$5.25K 0.01% 81

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P3I
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TFO Wealth Partners's BTU Position: Q1 2024 in Review

TFO Wealth Partners sold out of Peabody Energy (BTU) in Q1 2024, closing a stake of 4 shares — an estimated $101 sold.

TFO Wealth Partners first reported a position in BTU in Q4 2022 and held it in 5 quarters. The position peaked at $22.1K in Q4 2022. 303 funds tracked by Wall St. Rank hold BTU as of Q1 2024.

  • TFO Wealth Partners reported no remaining Peabody Energy position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Peabody Energy shares in Q1 2024, an estimated $101.
  • TFO Wealth Partners first reported a position in Peabody Energy in Q4 2022 and held it in 5 quarters.
  • TFO Wealth Partners's Peabody Energy position peaked at $22.1K in Q4 2022.
  • 303 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.