First Personal Financial Services’s British American Tobacco BTI Stock Holding History

First Personal Financial Services’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-210	Closed	-$8K	–	319
2021 Q1	$8K	Hold	210	–	–	﹤0.01%	281
2020 Q4	$8K	Hold	210	–	–	﹤0.01%	282
2020 Q3	$8K	Hold	210	–	–	﹤0.01%	261
2020 Q2	$8K	Hold	210	–	–	﹤0.01%	265
2020 Q1	$7K	Hold	210	–	–	﹤0.01%	258
2019 Q4	$9K	Sell	210 -170	-45%	-$6.41K	﹤0.01%	283
2019 Q3	$14K	Hold	380	–	–	﹤0.01%	349
2019 Q2	$13K	Hold	380	–	–	﹤0.01%	462
2019 Q1	$16K	Sell	380 -135	-26%	-$4.91K	﹤0.01%	431
2018 Q4	$16K	Sell	515 -123	-19%	-$4.78K	0.01%	403
2018 Q3	$30K	Sell	638 -404	-39%	-$20.5K	0.01%	352
2018 Q2	$53K	Sell	1,042 -3,263	-76%	-$172K	0.02%	269
2018 Q1	$248K	Sell	4,305 -2,225	-34%	-$140K	0.05%	191
2017 Q4	$437K	Buy	6,530 +2,597	+66%	+$169K	0.09%	164
2017 Q3	$246K	Buy	3,933 +1,008	+34%	+$65K	0.05%	201
2017 Q2	$200K	Buy	2,925 +1,986	+212%	+$138K	0.04%	217
2017 Q1	$62K	Buy	+939	New	+$58.1K	0.01%	349
2015 Q4	–	Sell	-30	Closed	-$2K	–	406
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	384
2015 Q2	$2K	Hold	30	–	–	﹤0.01%	384
2015 Q1	$2K	Hold	30	–	–	﹤0.01%	420
2014 Q4	$1K	Buy	+30	New	+$1.69K	﹤0.01%	400

Other funds holding BTI

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Personal Financial Services's BTI Position: Q2 2021 in Review

First Personal Financial Services sold out of British American Tobacco (BTI) in Q2 2021, closing a stake of 210 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in BTI in Q4 2014 and held it in 21 quarters. The position peaked at $437K in Q4 2017. 478 funds tracked by Wall St. Rank hold BTI as of Q2 2021.

First Personal Financial Services reported no remaining British American Tobacco position as of Q2 2021 after selling out during the quarter.
First Personal Financial Services sold 210 British American Tobacco shares in Q2 2021, an estimated $8K.
First Personal Financial Services first reported a position in British American Tobacco in Q4 2014 and held it in 21 quarters.
First Personal Financial Services's British American Tobacco position peaked at $437K in Q4 2017.
478 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2021.

Based on First Personal Financial Services's 13F filing for Q2 2021, filed 2 Aug 2021.