Financial Partners Capital Management’s British American Tobacco BTI Stock Holding History

Financial Partners Capital 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 Q4	$240K	Hold	6,000	–	–	0.05%	109
2022 Q3	$213K	Hold	6,000	–	–	0.05%	114
2022 Q2	$257K	Hold	6,000	–	–	0.06%	113
2022 Q1	$253K	Hold	6,000	–	–	0.05%	115
2021 Q4	$224K	Hold	6,000	–	–	0.04%	117
2021 Q3	$212K	Hold	6,000	–	–	0.04%	111
2021 Q2	$236K	Hold	6,000	–	–	0.04%	106
2021 Q1	$232K	Hold	6,000	–	–	0.05%	104
2020 Q4	$225K	Hold	6,000	–	–	0.05%	98
2020 Q3	$217K	Buy	+6,000	New	+$210K	0.06%	96

Other funds holding BTI

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Partners Capital Management's BTI Position: Q4 2022 in Review

Financial Partners Capital Management held its British American Tobacco (BTI) position steady in Q4 2022 at 6,000 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #109.

Financial Partners Capital Management first reported a position in BTI in Q3 2020 and has held it in 10 quarters since. The position peaked at $257K in Q2 2022. 586 funds tracked by Wall St. Rank hold BTI as of Q4 2022.

Financial Partners Capital Management held 6,000 shares of British American Tobacco worth $240K as of Q4 2022.
Financial Partners Capital Management left its British American Tobacco share count unchanged in Q4 2022.
British American Tobacco made up 0.05% of Financial Partners Capital Management's portfolio in Q4 2022, its #109 holding.
Financial Partners Capital Management first reported a position in British American Tobacco in Q3 2020 and has held it in 10 quarters since.
Financial Partners Capital Management's British American Tobacco position peaked at $257K in Q2 2022.
586 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.