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CFM Wealth Partners’s British American Tobacco BTI Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-565
Closed -$21K – 197
2020
Q2 		$21K Sell
565
-641
-53% -$24.6K 0.01% 353
2020
Q1 		$41K Buy
+1,206
New +$49.2K 0.02% 289

Other funds holding BTI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFM Wealth Partners's BTI Position: Q3 2020 in Review

CFM Wealth Partners sold out of British American Tobacco (BTI) in Q3 2020, closing a stake of 565 shares — an estimated $21K sold.

CFM Wealth Partners first reported a position in BTI in Q1 2020 and held it in 2 quarters. The position peaked at $41K in Q1 2020. 425 funds tracked by Wall St. Rank hold BTI as of Q3 2020.

  • CFM Wealth Partners reported no remaining British American Tobacco position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 565 British American Tobacco shares in Q3 2020, an estimated $21K.
  • CFM Wealth Partners first reported a position in British American Tobacco in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's British American Tobacco position peaked at $41K in Q1 2020.
  • 425 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.