Berman Capital Advisors’s British American Tobacco BTI Stock Holding History

Berman Capital 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
2021 Q3	$17K	Sell	504 -136	-21%	-$5.11K	﹤0.01%	1027
2021 Q2	$25K	Buy	640 +204	+47%	+$7.99K	﹤0.01%	822
2021 Q1	$16K	Buy	436 +49	+13%	+$1.84K	﹤0.01%	860
2020 Q4	$14K	Buy	387 +41	+12%	+$1.47K	﹤0.01%	779
2020 Q3	$12K	Sell	346 -447	-56%	-$15.7K	﹤0.01%	737
2020 Q2	$30K	Sell	793 -55	-6%	-$2.11K	0.01%	439
2020 Q1	$28K	Buy	848 +382	+82%	+$15.6K	0.01%	409
2019 Q4	$19K	Sell	466 -58	-11%	-$2.19K	0.01%	544
2019 Q3	$19K	Buy	524 +123	+31%	+$4.5K	0.01%	519
2019 Q2	$13K	Buy	401 +49	+14%	+$1.86K	﹤0.01%	633
2019 Q1	$14K	Buy	352 +78	+28%	+$2.84K	﹤0.01%	544
2018 Q4	$8K	Buy	+274	New	+$10.7K	﹤0.01%	549

Other funds holding BTI

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

RJA

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

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

Berman Capital Advisors's BTI Position: Q3 2021 in Review

Berman Capital Advisors reduced its British American Tobacco (BTI) stake by 21% in Q3 2021, selling an estimated $5.11K and leaving 504 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Berman Capital Advisors first reported a position in BTI in Q4 2018 and has held it in 12 quarters since. The position peaked at $30K in Q2 2020. 483 funds tracked by Wall St. Rank hold BTI as of Q3 2021.

Berman Capital Advisors held 504 shares of British American Tobacco worth $17K as of Q3 2021.
Berman Capital Advisors sold 136 British American Tobacco shares in Q3 2021, an estimated $5.11K.
British American Tobacco made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1027 holding.
Berman Capital Advisors first reported a position in British American Tobacco in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's British American Tobacco position peaked at $30K in Q2 2020.
483 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.