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Castle Financial & Retirement Planning Associates’s British American Tobacco BTI Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$11K Buy
+257
New +$9.13K 0.04% 94

Other funds holding BTI

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's BTI Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in British American Tobacco (BTI) in Q4 2021: 257 shares worth $11K. The stake represents 0.04% of the portfolio and ranks #94 among its holdings.

531 funds tracked by Wall St. Rank hold BTI as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 257 shares of British American Tobacco worth $11K as of Q4 2021.
  • British American Tobacco was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • British American Tobacco made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #94 holding.
  • 531 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.