VitalStone Financial’s Peabody Energy BTU Stock Holding History

VitalStone Financial’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	-51	Closed	-$1K	–	510
2024 Q1	$1K	Buy	+51	New	+$1.28K	﹤0.01%	418

Other funds holding BTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VitalStone Financial's BTU Position: Q2 2024 in Review

VitalStone Financial sold out of Peabody Energy (BTU) in Q2 2024, closing a stake of 51 shares — an estimated $1K sold.

VitalStone Financial first reported a position in BTU in Q1 2024 and held it in 1 quarter. The position peaked at $1K in Q1 2024. 279 funds tracked by Wall St. Rank hold BTU as of Q2 2024.

VitalStone Financial reported no remaining Peabody Energy position as of Q2 2024 after selling out during the quarter.
VitalStone Financial sold 51 Peabody Energy shares in Q2 2024, an estimated $1K.
VitalStone Financial first reported a position in Peabody Energy in Q1 2024 and held it in 1 quarter.
VitalStone Financial's Peabody Energy position peaked at $1K in Q1 2024.
279 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.