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ForthRight Wealth Management’s British American Tobacco BTI Stock Holding History

ForthRight Wealth Management’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
Q1 		– Sell
-349
Closed -$13K – 56
2020
Q4 		$13K Buy
+349
New +$12.5K 0.01% 110

Other funds holding BTI

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ForthRight Wealth Management's BTI Position: Q1 2021 in Review

ForthRight Wealth Management sold out of British American Tobacco (BTI) in Q1 2021, closing a stake of 349 shares — an estimated $13K sold.

ForthRight Wealth Management first reported a position in BTI in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 471 funds tracked by Wall St. Rank hold BTI as of Q1 2021.

  • ForthRight Wealth Management reported no remaining British American Tobacco position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 349 British American Tobacco shares in Q1 2021, an estimated $13K.
  • ForthRight Wealth Management first reported a position in British American Tobacco in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's British American Tobacco position peaked at $13K in Q4 2020.
  • 471 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.