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

Evermay 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
2022 Q2	–	Sell	-900	Closed	-$38K	–	517
2022 Q1	$38K	Hold	900	–	–	0.01%	323
2021 Q4	$34K	Hold	900	–	–	0.01%	315
2021 Q3	$32K	Buy	+900	New	+$33.8K	0.01%	304

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

Evermay Wealth Management's BTI Position: Q2 2022 in Review

Evermay Wealth Management sold out of British American Tobacco (BTI) in Q2 2022, closing a stake of 900 shares — an estimated $38K sold.

Evermay Wealth Management first reported a position in BTI in Q3 2021 and held it in 3 quarters. The position peaked at $38K in Q1 2022. 572 funds tracked by Wall St. Rank hold BTI as of Q2 2022.

Evermay Wealth Management reported no remaining British American Tobacco position as of Q2 2022 after selling out during the quarter.
Evermay Wealth Management sold 900 British American Tobacco shares in Q2 2022, an estimated $38K.
Evermay Wealth Management first reported a position in British American Tobacco in Q3 2021 and held it in 3 quarters.
Evermay Wealth Management's British American Tobacco position peaked at $38K in Q1 2022.
572 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.