FourThought Financial’s British American Tobacco BTI Stock Holding History

FourThought Financial’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 Q3	$281K	Sell	7,928 -780	-9%	-$31.3K	0.04%	255
2022 Q2	$374K	Sell	8,708 -1,915	-18%	-$82.2K	0.05%	221
2022 Q1	$448K	Buy	10,623 +507	+5%	+$21.6K	0.06%	214
2021 Q4	$378K	Buy	10,116 +557	+6%	+$19.8K	0.05%	242
2021 Q3	$337K	Buy	9,559 +2,105	+28%	+$79K	0.05%	259
2021 Q2	$293K	Buy	7,454 +1,020	+16%	+$39.9K	0.04%	291
2021 Q1	$249K	Buy	6,434 +675	+12%	+$25.4K	0.04%	317
2020 Q4	$215K	Buy	+5,759	New	+$206K	0.03%	333

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FourThought Financial's BTI Position: Q3 2022 in Review

FourThought Financial reduced its British American Tobacco (BTI) stake by 9% in Q3 2022, selling an estimated $31.3K and leaving 7,928 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #255.

FourThought Financial first reported a position in BTI in Q4 2020 and has held it in 8 quarters since. The position peaked at $448K in Q1 2022. 535 funds tracked by Wall St. Rank hold BTI as of Q3 2022.

FourThought Financial held 7,928 shares of British American Tobacco worth $281K as of Q3 2022.
FourThought Financial sold 780 British American Tobacco shares in Q3 2022, an estimated $31.3K.
British American Tobacco made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #255 holding.
FourThought Financial first reported a position in British American Tobacco in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's British American Tobacco position peaked at $448K in Q1 2022.
535 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.