MPS Loria Financial Planners’s British American Tobacco BTI Stock Holding History

MPS Loria Financial Planners’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	-371	Closed	-$14K	–	163
2021 Q1	$14K	Hold	371	–	–	0.01%	263
2020 Q4	$14K	Hold	371	–	–	0.01%	266
2020 Q3	$13K	Hold	371	–	–	0.01%	222
2020 Q2	$14K	Buy	+371	New	+$14.2K	0.01%	223
2017 Q3	–	Sell	-679	Closed	-$43K	–	115
2017 Q2	$43K	Buy	+679	New	+$47.2K	0.03%	160

Other funds holding BTI

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RJA

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

MPS Loria Financial Planners's BTI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of British American Tobacco (BTI) in Q2 2021, closing a stake of 371 shares — an estimated $14K sold.

MPS Loria Financial Planners first reported a position in BTI in Q2 2017 and held it in 5 quarters. The position peaked at $43K in Q2 2017. 478 funds tracked by Wall St. Rank hold BTI as of Q2 2021.

MPS Loria Financial Planners reported no remaining British American Tobacco position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 371 British American Tobacco shares in Q2 2021, an estimated $14K.
MPS Loria Financial Planners first reported a position in British American Tobacco in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's British American Tobacco position peaked at $43K in Q2 2017.
478 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.