B. Riley Wealth Management’s British American Tobacco BTI Stock Holding History

B. Riley 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	$457K	Sell	10,651 -1,366	-11%	-$58.6K	0.05%	313
2022 Q1	$507K	Buy	12,017 +3,511	+41%	+$150K	0.04%	327
2021 Q4	$318K	Buy	8,506 +433	+5%	+$15.4K	0.02%	459
2021 Q3	$285K	Buy	+8,073	New	+$303K	0.02%	470

Other funds holding BTI

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

B. Riley Wealth Management's BTI Position: Q2 2022 in Review

B. Riley Wealth Management reduced its British American Tobacco (BTI) stake by 11% in Q2 2022, selling an estimated $58.6K and leaving 10,651 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #313.

B. Riley Wealth Management first reported a position in BTI in Q3 2021 and has held it in 4 quarters since. The position peaked at $507K in Q1 2022. 572 funds tracked by Wall St. Rank hold BTI as of Q2 2022.

B. Riley Wealth Management held 10,651 shares of British American Tobacco worth $457K as of Q2 2022.
B. Riley Wealth Management sold 1,366 British American Tobacco shares in Q2 2022, an estimated $58.6K.
British American Tobacco made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #313 holding.
B. Riley Wealth Management first reported a position in British American Tobacco in Q3 2021 and has held it in 4 quarters since.
B. Riley Wealth Management's British American Tobacco position peaked at $507K in Q1 2022.
572 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.