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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-59
Closed -$2K 1036
2022
Q4
$2K Buy
+59
New +$2.32K ﹤0.01% 778
2017
Q4
Sell
-6
Closed -$1K 674
2017
Q3
$1K Buy
+6
New +$387 ﹤0.01% 539

Other funds holding BTI

Baystate Wealth Management's BTI Position: Q1 2023 in Review

Baystate Wealth Management sold out of British American Tobacco (BTI) in Q1 2023, closing a stake of 59 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in BTI in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2022. 572 funds tracked by Wall St. Rank hold BTI as of Q1 2023.

  • Baystate Wealth Management reported no remaining British American Tobacco position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 59 British American Tobacco shares in Q1 2023, an estimated $2K.
  • Baystate Wealth Management first reported a position in British American Tobacco in Q3 2017 and held it in 2 quarters.
  • Baystate Wealth Management's British American Tobacco position peaked at $2K in Q4 2022.
  • 572 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.