tru Independence’s British American Tobacco BTI Stock Holding History

tru Independence’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	-43	Closed	-$2	–	344
2020 Q4	$2	Buy	+43	New	+$1.54K	﹤0.01%	631
2020 Q3	–	Sell	-27,674	Closed	-$1.07K	–	389
2020 Q2	$1.07K	Sell	27,674 -500	-2%	-$19.2K	0.16%	108
2020 Q1	$964	Hold	28,174	–	–	0.16%	102
2019 Q4	$964K	Buy	+28,174	New	+$1.06M	0.14%	116

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

tru Independence's BTI Position: Q1 2021 in Review

tru Independence sold out of British American Tobacco (BTI) in Q1 2021, closing a stake of 43 shares — an estimated $2 sold.

tru Independence first reported a position in BTI in Q4 2019 and held it in 4 quarters. The position peaked at $964K in Q4 2019. 471 funds tracked by Wall St. Rank hold BTI as of Q1 2021.

tru Independence reported no remaining British American Tobacco position as of Q1 2021 after selling out during the quarter.
tru Independence sold 43 British American Tobacco shares in Q1 2021, an estimated $2.
tru Independence first reported a position in British American Tobacco in Q4 2019 and held it in 4 quarters.
tru Independence's British American Tobacco position peaked at $964K in Q4 2019.
471 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.