Evoke Wealth’s British American Tobacco BTI Stock Holding History

Evoke 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 Q4	–	Sell	-19	Closed	-$1K	–	477
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	1099
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	1103
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	1101
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	1105
2021 Q3	$0	Hold	19	–	–	﹤0.01%	1152
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	1100
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	1090
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	942
2020 Q3	$1K	Sell	19 -47	-71%	-$1.65K	﹤0.01%	911
2020 Q2	$3K	Sell	66 -4	-6%	-$153	﹤0.01%	773
2020 Q1	$2.42K	Sell	70 -1,545	-96%	-$63K	﹤0.01%	768
2019 Q4	$69.7K	Hold	1,615	–	–	0.01%	357
2019 Q3	$59.6K	Buy	+1,615	New	+$59.1K	0.01%	434

Other funds holding BTI

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

Evoke Wealth's BTI Position: Q4 2022 in Review

Evoke Wealth sold out of British American Tobacco (BTI) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Evoke Wealth first reported a position in BTI in Q3 2019 and held it in 13 quarters. The position peaked at $69.7K in Q4 2019. 583 funds tracked by Wall St. Rank hold BTI as of Q4 2022.

Evoke Wealth reported no remaining British American Tobacco position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 19 British American Tobacco shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in British American Tobacco in Q3 2019 and held it in 13 quarters.
Evoke Wealth's British American Tobacco position peaked at $69.7K in Q4 2019.
583 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.