Brandywine Oak Private Wealth’s British American Tobacco BTI Stock Holding History

Brandywine Oak Private 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
2022 Q2	–	Sell	-4,799	Closed	-$202K	–	321
2022 Q1	$202K	Buy	+4,799	New	+$205K	0.02%	332
2021 Q3	–	Sell	-5,299	Closed	-$208K	–	340
2021 Q2	$208K	Sell	5,299 -465	-8%	-$18.2K	0.02%	329
2021 Q1	$223K	Buy	+5,764	New	+$217K	0.03%	258
2019 Q1	–	Sell	-864	Closed	-$27K	–	273
2018 Q4	$27K	Buy	+864	New	+$33.6K	0.01%	421

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

Brandywine Oak Private Wealth's BTI Position: Q2 2022 in Review

Brandywine Oak Private Wealth sold out of British American Tobacco (BTI) in Q2 2022, closing a stake of 4,799 shares — an estimated $202K sold.

Brandywine Oak Private Wealth first reported a position in BTI in Q4 2018 and held it in 4 quarters. The position peaked at $223K in Q1 2021. 572 funds tracked by Wall St. Rank hold BTI as of Q2 2022.

Brandywine Oak Private Wealth reported no remaining British American Tobacco position as of Q2 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 4,799 British American Tobacco shares in Q2 2022, an estimated $202K.
Brandywine Oak Private Wealth first reported a position in British American Tobacco in Q4 2018 and held it in 4 quarters.
Brandywine Oak Private Wealth's British American Tobacco position peaked at $223K in Q1 2021.
572 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2022, filed 22 Jul 2022.