VNA
BTU icon

Valley National Advisers’s Peabody Energy BTU Stock Holding History

Valley National Advisers’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
2026
Q1 		$3K Hold
104
– – ﹤0.01% 727
2025
Q4 		$3K Buy
+104
New +$3.06K ﹤0.01% 728
2025
Q3 		– Sell
-103
Closed -$1K – 851
2025
Q2 		$1K Hold
103
– – ﹤0.01% 754
2025
Q1 		$1K Buy
103
+1
+1% +$16 ﹤0.01% 746
2024
Q4 		$2K Hold
102
– – ﹤0.01% 675
2024
Q3 		$2K Hold
102
– – ﹤0.01% 649
2024
Q2 		$2K Buy
102
+1
+1% +$23 ﹤0.01% 883
2024
Q1 		$2K Hold
101
– – ﹤0.01% 937
2023
Q4 		$2K Hold
101
– – ﹤0.01% 918
2023
Q3 		$3K Buy
101
+1
+1% +$22 ﹤0.01% 753
2023
Q2 		$3K Hold
100
– – ﹤0.01% 731
2023
Q1 		$2K Hold
100
– – ﹤0.01% 753
2022
Q4 		$2K Hold
100
– – ﹤0.01% 733
2022
Q3 		$3K Hold
100
– – ﹤0.01% 727
2022
Q2 		$2K Hold
100
– – ﹤0.01% 750
2022
Q1 		$2K Hold
100
– – ﹤0.01% 781
2021
Q4 		$1K Buy
+100
New +$1.21K ﹤0.01% 831

Other funds holding BTU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return