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Wealth Effects’s Peabody Energy BTU Stock Holding History

Wealth Effects’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
-13,559
Closed -$294K – 198
2023
Q2 		$294K Sell
13,559
-241
-2% -$5.34K 0.13% 136
2023
Q1 		$353K Hold
13,800
– – 0.18% 126
2022
Q4 		$365K Buy
+13,800
New +$379K 0.21% 113

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
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
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

Wealth Effects's BTU Position: Q3 2023 in Review

Wealth Effects sold out of Peabody Energy (BTU) in Q3 2023, closing a stake of 13,559 shares — an estimated $294K sold.

Wealth Effects first reported a position in BTU in Q4 2022 and held it in 3 quarters. The position peaked at $365K in Q4 2022. 280 funds tracked by Wall St. Rank hold BTU as of Q3 2023.

  • Wealth Effects reported no remaining Peabody Energy position as of Q3 2023 after selling out during the quarter.
  • Wealth Effects sold 13,559 Peabody Energy shares in Q3 2023, an estimated $294K.
  • Wealth Effects first reported a position in Peabody Energy in Q4 2022 and held it in 3 quarters.
  • Wealth Effects's Peabody Energy position peaked at $365K in Q4 2022.
  • 280 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2023.

Based on Wealth Effects's 13F filing for Q3 2023, filed 16 Oct 2023.