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Wipfli Financial Advisors’s Peabody Energy BTU Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$7K Buy
+285
New +$6.4K ﹤0.01% 1950

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wipfli Financial Advisors's BTU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Peabody Energy (BTU) in Q3 2022: 285 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1950 among its holdings.

250 funds tracked by Wall St. Rank hold BTU as of Q3 2022.

  • Wipfli Financial Advisors held 285 shares of Peabody Energy worth $7K as of Q3 2022.
  • Peabody Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • Peabody Energy made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1950 holding.
  • 250 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.