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

180 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
2023 Q4	–	Sell	-6,738	Closed	-$212K	–	388
2023 Q3	$212K	Buy	6,738 +145	+2%	+$4.78K	0.05%	323
2023 Q2	$222K	Buy	6,593 +258	+4%	+$8.82K	0.05%	312
2023 Q1	$222K	Sell	6,335 -15	-0.2%	-$566	0.05%	317
2022 Q4	$240K	Sell	6,350 -1,923	-23%	-$75.6K	0.06%	305
2022 Q3	$294K	Buy	+8,273	New	+$332K	0.08%	247
2018 Q2	–	Sell	-4,286	Closed	-$247K	–	246
2018 Q1	$247K	Sell	4,286 -104	-2%	-$6.54K	0.13%	198
2017 Q4	$294K	Buy	+4,390	New	+$286K	0.15%	174

Other funds holding BTI

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

RJA

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

180 Wealth Advisors's BTI Position: Q4 2023 in Review

180 Wealth Advisors sold out of British American Tobacco (BTI) in Q4 2023, closing a stake of 6,738 shares — an estimated $212K sold.

180 Wealth Advisors first reported a position in BTI in Q4 2017 and held it in 7 quarters. The position peaked at $294K in Q3 2022. 549 funds tracked by Wall St. Rank hold BTI as of Q4 2023.

180 Wealth Advisors reported no remaining British American Tobacco position as of Q4 2023 after selling out during the quarter.
180 Wealth Advisors sold 6,738 British American Tobacco shares in Q4 2023, an estimated $212K.
180 Wealth Advisors first reported a position in British American Tobacco in Q4 2017 and held it in 7 quarters.
180 Wealth Advisors's British American Tobacco position peaked at $294K in Q3 2022.
549 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2023.

Based on 180 Wealth Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.