Bison Wealth’s British American Tobacco BTI Stock Holding History

Bison Wealth’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 Q3	–	Sell	-6,211	Closed	-$206K	–	392
2023 Q2	$206K	Buy	+6,211	New	+$212K	0.04%	354

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

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

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

Bison Wealth's BTI Position: Q3 2023 in Review

Bison Wealth sold out of British American Tobacco (BTI) in Q3 2023, closing a stake of 6,211 shares — an estimated $206K sold.

Bison Wealth first reported a position in BTI in Q2 2023 and held it in 1 quarter. The position peaked at $206K in Q2 2023. 551 funds tracked by Wall St. Rank hold BTI as of Q3 2023.

Bison Wealth reported no remaining British American Tobacco position as of Q3 2023 after selling out during the quarter.
Bison Wealth sold 6,211 British American Tobacco shares in Q3 2023, an estimated $206K.
Bison Wealth first reported a position in British American Tobacco in Q2 2023 and held it in 1 quarter.
Bison Wealth's British American Tobacco position peaked at $206K in Q2 2023.
551 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2023.

Based on Bison Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.