Evolution Wealth Advisors’s British American Tobacco BTI Stock Holding History

Evolution Wealth Advisors’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	–	Sell	-870	Closed	-$31K	–	225
2021 Q3	$31K	Hold	870	–	–	0.01%	264
2021 Q2	$34K	Hold	870	–	–	0.01%	240
2021 Q1	$34K	Buy	870 +270	+45%	+$10.2K	0.01%	232
2020 Q4	$22K	Buy	+600	New	+$21.5K	0.01%	251
2020 Q2	–	Sell	-220	Closed	-$8K	–	538
2020 Q1	$8K	Sell	220 -168	-43%	-$6.85K	﹤0.01%	221
2019 Q4	$16K	Buy	388 +248	+177%	+$9.35K	﹤0.01%	247
2019 Q3	$5K	Buy	+140	New	+$5.12K	﹤0.01%	266

Other funds holding BTI

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Evolution Wealth Advisors's BTI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of British American Tobacco (BTI) in Q4 2021, closing a stake of 870 shares — an estimated $31K sold.

Evolution Wealth Advisors first reported a position in BTI in Q3 2019 and held it in 7 quarters. The position peaked at $34K in Q2 2021. 531 funds tracked by Wall St. Rank hold BTI as of Q4 2021.

Evolution Wealth Advisors reported no remaining British American Tobacco position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 870 British American Tobacco shares in Q4 2021, an estimated $31K.
Evolution Wealth Advisors first reported a position in British American Tobacco in Q3 2019 and held it in 7 quarters.
Evolution Wealth Advisors's British American Tobacco position peaked at $34K in Q2 2021.
531 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.