Heritage Wealth Management (Arizona)’s British American Tobacco BTI Stock Holding History

Heritage Wealth Management (Arizona)’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	$3.76K	Buy	94 +47	+100%	+$1.85K	﹤0.01%	917
2022 Q3	$2K	Hold	47	–	–	﹤0.01%	860
2022 Q2	$2.02K	Hold	47	–	–	﹤0.01%	885
2022 Q1	$2K	Buy	+47	New	+$2K	﹤0.01%	883
2021 Q3	$40K	Hold	1,147	–	–	0.01%	480
2021 Q2	$45K	Buy	1,147 +520	+83%	+$20.4K	0.02%	466
2021 Q1	$24K	Buy	+627	New	+$23.6K	0.01%	466

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

Heritage Wealth Management (Arizona)'s BTI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its British American Tobacco (BTI) stake by 100% in Q4 2022, buying an estimated $1.85K and bringing the position to 94 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Heritage Wealth Management (Arizona) first reported a position in BTI in Q1 2021 and has held it in 7 quarters since. The position peaked at $45K in Q2 2021. 583 funds tracked by Wall St. Rank hold BTI as of Q4 2022.

Heritage Wealth Management (Arizona) held 94 shares of British American Tobacco worth $3.76K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 47 British American Tobacco shares in Q4 2022, an estimated $1.85K.
British American Tobacco made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #917 holding.
Heritage Wealth Management (Arizona) first reported a position in British American Tobacco in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s British American Tobacco position peaked at $45K in Q2 2021.
583 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.