AWM
BT

Avior Wealth Management’s BT Group plc (ADR) BT Stock Holding History

Avior Wealth Management’s Portfolio BT Stock Details BT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-57
Closed – – 914
2019
Q3 		$0 Hold
57
– – ﹤0.01% 915
2019
Q2 		$1K Buy
+57
New +$792 ﹤0.01% 833

Other funds holding BT

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Avior Wealth Management's BT Position: Q4 2019 in Review

Avior Wealth Management sold out of BT Group plc (ADR) (BT) in Q4 2019, closing a stake of 57 shares.

Avior Wealth Management first reported a position in BT in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 7 funds tracked by Wall St. Rank hold BT as of Q4 2019.

  • Avior Wealth Management reported no remaining BT Group plc (ADR) position as of Q4 2019 after selling out during the quarter.
  • Avior Wealth Management sold 57 BT Group plc (ADR) shares in Q4 2019.
  • Avior Wealth Management first reported a position in BT Group plc (ADR) in Q2 2019 and held it in 2 quarters.
  • Avior Wealth Management's BT Group plc (ADR) position peaked at $1K in Q2 2019.
  • 7 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2019.

Based on Avior Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.