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Homrich & Berg’s British American Tobacco BTI Stock Holding History

Homrich & Berg’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
Q3 		– Sell
-11,086
Closed -$436K – 481
2021
Q2 		$436K Buy
+11,086
New +$434K 0.01% 309

Other funds holding BTI

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Homrich & Berg's BTI Position: Q3 2021 in Review

Homrich & Berg sold out of British American Tobacco (BTI) in Q3 2021, closing a stake of 11,086 shares — an estimated $436K sold.

Homrich & Berg first reported a position in BTI in Q2 2021 and held it in 1 quarter. The position peaked at $436K in Q2 2021. 483 funds tracked by Wall St. Rank hold BTI as of Q3 2021.

  • Homrich & Berg reported no remaining British American Tobacco position as of Q3 2021 after selling out during the quarter.
  • Homrich & Berg sold 11,086 British American Tobacco shares in Q3 2021, an estimated $436K.
  • Homrich & Berg first reported a position in British American Tobacco in Q2 2021 and held it in 1 quarter.
  • Homrich & Berg's British American Tobacco position peaked at $436K in Q2 2021.
  • 483 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.