FGAM
BT

Financial Gravity Asset Management’s BT Group plc (ADR) BT Stock Holding History

Financial Gravity Asset 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
-21
Closed – – 1846
2019
Q3 		$0 Sell
21
-8
-28% -$89 ﹤0.01% 1709
2019
Q2 		$0 Sell
29
-45
-61% -$625 ﹤0.01% 1843
2019
Q1 		$1K Buy
+74
New +$1.11K ﹤0.01% 1283
2018
Q3 		$2K Buy
133
+16
+14% +$237 ﹤0.01% 1048
2018
Q2 		$2K Buy
117
+46
+65% +$700 ﹤0.01% 1066
2018
Q1 		$1K Buy
+71
New +$1.22K ﹤0.01% 1350

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

Financial Gravity Asset Management's BT Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of BT Group plc (ADR) (BT) in Q4 2019, closing a stake of 21 shares.

Financial Gravity Asset Management first reported a position in BT in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 7 funds tracked by Wall St. Rank hold BT as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining BT Group plc (ADR) position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 21 BT Group plc (ADR) shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in BT Group plc (ADR) in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's BT Group plc (ADR) position peaked at $2K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.