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Waypoint Wealth Counsel’s Peabody Energy BTU Stock Holding History

Waypoint Wealth Counsel’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
-11,139
Closed -$294K – 94
2022
Q4 		$294K Buy
+11,139
New +$306K 0.24% 70

Other funds holding BTU

EIM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
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
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Waypoint Wealth Counsel's BTU Position: Q1 2023 in Review

Waypoint Wealth Counsel sold out of Peabody Energy (BTU) in Q1 2023, closing a stake of 11,139 shares — an estimated $294K sold.

Waypoint Wealth Counsel first reported a position in BTU in Q4 2022 and held it in 1 quarter. The position peaked at $294K in Q4 2022. 282 funds tracked by Wall St. Rank hold BTU as of Q1 2023.

  • Waypoint Wealth Counsel reported no remaining Peabody Energy position as of Q1 2023 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 11,139 Peabody Energy shares in Q1 2023, an estimated $294K.
  • Waypoint Wealth Counsel first reported a position in Peabody Energy in Q4 2022 and held it in 1 quarter.
  • Waypoint Wealth Counsel's Peabody Energy position peaked at $294K in Q4 2022.
  • 282 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2023.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2023, filed 4 Apr 2024.