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

Altium 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
2022 Q2	$911K	Buy	21,228 +768	+4%	+$33K	0.07%	170
2022 Q1	$863K	Buy	20,460 +5,451	+36%	+$232K	0.06%	177
2021 Q4	$561K	Buy	15,009 +39	+0.3%	+$1.39K	0.04%	223
2021 Q3	$528K	Sell	14,970 -27	-0.2%	-$1.01K	0.04%	218
2021 Q2	$590K	Buy	14,997 +1,799	+14%	+$70.4K	0.04%	200
2021 Q1	$511K	Buy	13,198 +1,722	+15%	+$64.8K	0.04%	214
2020 Q4	$430K	Sell	11,476 -1,269	-10%	-$45.4K	0.04%	224
2020 Q3	$461K	Buy	12,745 +1,464	+13%	+$51.3K	0.05%	184
2020 Q2	$438K	Buy	11,281 +3,223	+40%	+$123K	0.05%	193
2020 Q1	$276K	Buy	+8,058	New	+$329K	0.04%	231
2018 Q4	–	Sell	-7,451	Closed	-$347K	–	280
2018 Q3	$347K	Buy	7,451 +1,447	+24%	+$73.5K	0.07%	202
2018 Q2	$303K	Buy	+6,004	New	+$316K	0.08%	183

Other funds holding BTI

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altium Wealth Management's BTI Position: Q2 2022 in Review

Altium Wealth Management increased its British American Tobacco (BTI) stake by 3.8% in Q2 2022, buying an estimated $33K and bringing the position to 21,228 shares worth $911K. The position accounts for 0.07% of the portfolio, ranked #170.

Altium Wealth Management first reported a position in BTI in Q2 2018 and has held it in 12 quarters since. 573 funds tracked by Wall St. Rank hold BTI as of Q2 2022.

Altium Wealth Management held 21,228 shares of British American Tobacco worth $911K as of Q2 2022.
Altium Wealth Management bought 768 British American Tobacco shares in Q2 2022, an estimated $33K.
British American Tobacco made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #170 holding.
Altium Wealth Management first reported a position in British American Tobacco in Q2 2018 and has held it in 12 quarters since.
573 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.