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EPG Wealth Management’s British American Tobacco BTI Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-255
Closed -$9K – 212
2020
Q1 		$9K Buy
+255
New +$10.4K 0.01% 489

Other funds holding BTI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

EPG Wealth Management's BTI Position: Q2 2020 in Review

EPG Wealth Management sold out of British American Tobacco (BTI) in Q2 2020, closing a stake of 255 shares — an estimated $9K sold.

EPG Wealth Management first reported a position in BTI in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 423 funds tracked by Wall St. Rank hold BTI as of Q2 2020.

  • EPG Wealth Management reported no remaining British American Tobacco position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 255 British American Tobacco shares in Q2 2020, an estimated $9K.
  • EPG Wealth Management first reported a position in British American Tobacco in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's British American Tobacco position peaked at $9K in Q1 2020.
  • 423 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.