Freedom Investment Management’s British American Tobacco BTI Stock Holding History

Freedom Investment 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 Q3	–	Sell	-32,410	Closed	-$1.39M	–	731
2022 Q2	$1.39M	Buy	+32,410	New	+$1.39M	0.15%	188
2020 Q2	–	Sell	-31,869	Closed	-$1.42M	–	580
2020 Q1	$1.42M	Sell	31,869 -3,023	-9%	-$123K	0.13%	153
2019 Q4	$1.48M	Sell	34,892 -3,015	-8%	-$114K	0.13%	156
2019 Q3	$1.4M	Sell	37,907 -4,156	-10%	-$152K	0.12%	166
2019 Q2	$1.47M	Sell	42,063 -5,619	-12%	-$213K	0.12%	168
2019 Q1	$1.99M	Buy	+47,682	New	+$1.73M	0.16%	144
2018 Q4	–	Sell	-5,310	Closed	-$254K	–	776
2018 Q3	$254K	Sell	5,310 -61	-1%	-$3.1K	0.02%	755
2018 Q2	$271K	Sell	5,371 -152	-3%	-$8.01K	0.02%	791
2018 Q1	$319K	Sell	5,523 -342	-6%	-$21.5K	0.02%	860
2017 Q4	$393K	Sell	5,865 -425	-7%	-$27.7K	0.02%	745
2017 Q3	$393K	Sell	6,290 -2,620	-29%	-$169K	0.02%	705
2017 Q2	$611K	Sell	8,910 -783	-8%	-$54.4K	0.03%	484
2017 Q1	$643K	Buy	9,693 +2,649	+38%	+$164K	0.04%	446
2016 Q4	$397K	Sell	7,044 -1,196	-15%	-$67.7K	0.02%	573
2016 Q3	$526K	Buy	8,240 +2,518	+44%	+$160K	0.03%	433
2016 Q2	$370K	Sell	5,722 -1,302	-19%	-$78.9K	0.03%	518
2016 Q1	$411K	Buy	+7,024	New	+$387K	0.03%	460

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

Freedom Investment Management's BTI Position: Q3 2022 in Review

Freedom Investment Management sold out of British American Tobacco (BTI) in Q3 2022, closing a stake of 32,410 shares — an estimated $1.39M sold.

Freedom Investment Management first reported a position in BTI in Q1 2016 and held it in 17 quarters. The position peaked at $1.99M in Q1 2019. 535 funds tracked by Wall St. Rank hold BTI as of Q3 2022.

Freedom Investment Management reported no remaining British American Tobacco position as of Q3 2022 after selling out during the quarter.
Freedom Investment Management sold 32,410 British American Tobacco shares in Q3 2022, an estimated $1.39M.
Freedom Investment Management first reported a position in British American Tobacco in Q1 2016 and held it in 17 quarters.
Freedom Investment Management's British American Tobacco position peaked at $1.99M in Q1 2019.
535 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2022.

Based on Freedom Investment Management's 13F filing for Q3 2022, filed 24 Oct 2022.