Ropes Wealth Advisors’s British American Tobacco BTI Stock Holding History

Ropes Wealth Advisors’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	-17	Closed	-$1K	–	313
2020 Q4	$1K	Buy	17 +6	+55%	+$215	﹤0.01%	695
2020 Q3	$0	Buy	+11	New	+$385	﹤0.01%	612
2019 Q4	–	Sell	-319	Closed	-$12K	–	536
2019 Q3	$12K	Hold	319	–	–	﹤0.01%	461
2019 Q2	$11K	Hold	319	–	–	﹤0.01%	473
2019 Q1	$13K	Hold	319	–	–	﹤0.01%	432
2018 Q4	$10K	Hold	319	–	–	﹤0.01%	422
2018 Q3	$15K	Buy	+319	New	+$16.2K	﹤0.01%	428
2018 Q2	–	Sell	-32	Closed	-$2K	–	562
2018 Q1	$2K	Buy	+32	New	+$2.01K	﹤0.01%	533

Other funds holding BTI

OAG

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

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ropes Wealth Advisors's BTI Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of British American Tobacco (BTI) in Q1 2021, closing a stake of 17 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in BTI in Q1 2018 and held it in 8 quarters. The position peaked at $15K in Q3 2018. 471 funds tracked by Wall St. Rank hold BTI as of Q1 2021.

Ropes Wealth Advisors reported no remaining British American Tobacco position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 17 British American Tobacco shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in British American Tobacco in Q1 2018 and held it in 8 quarters.
Ropes Wealth Advisors's British American Tobacco position peaked at $15K in Q3 2018.
471 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.