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Tradition Wealth Management’s Peabody Energy BTU Stock Holding History

Tradition Wealth 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
2023
Q3 		– Sell
-750
Closed -$16K – 1364
2023
Q2 		$16K Buy
+750
New +$16.6K ﹤0.01% 921

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Tradition Wealth Management's BTU Position: Q3 2023 in Review

Tradition Wealth Management sold out of Peabody Energy (BTU) in Q3 2023, closing a stake of 750 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in BTU in Q2 2023 and held it in 1 quarter. The position peaked at $16K in Q2 2023. 280 funds tracked by Wall St. Rank hold BTU as of Q3 2023.

  • Tradition Wealth Management reported no remaining Peabody Energy position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 750 Peabody Energy shares in Q3 2023, an estimated $16K.
  • Tradition Wealth Management first reported a position in Peabody Energy in Q2 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Peabody Energy position peaked at $16K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.