Institutional & Family Asset Management’s British American Tobacco BTI Stock Holding History

Institutional & Family Asset 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
2021 Q2	–	Sell	-36	Closed	-$1K	–	952
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	845
2020 Q4	$1K	Hold	36	–	–	﹤0.01%	823
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	770
2020 Q2	$1K	Sell	36 -15	-29%	-$575	﹤0.01%	755
2020 Q1	$2K	Hold	51	–	–	﹤0.01%	626
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	711
2019 Q3	$2K	Hold	51	–	–	﹤0.01%	670
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	693
2019 Q1	$2K	Hold	51	–	–	﹤0.01%	696
2018 Q4	$2K	Hold	51	–	–	﹤0.01%	670
2018 Q3	$2K	Sell	51 -1,580	-97%	-$80.3K	﹤0.01%	718
2018 Q2	$82K	Sell	1,631 -8	-0.5%	-$421	0.02%	297
2018 Q1	$95K	Buy	+1,639	New	+$103K	0.02%	250

Other funds holding BTI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Institutional & Family Asset Management's BTI Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of British American Tobacco (BTI) in Q2 2021, closing a stake of 36 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in BTI in Q1 2018 and held it in 13 quarters. The position peaked at $95K in Q1 2018. 478 funds tracked by Wall St. Rank hold BTI as of Q2 2021.

Institutional & Family Asset Management reported no remaining British American Tobacco position as of Q2 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 36 British American Tobacco shares in Q2 2021, an estimated $1K.
Institutional & Family Asset Management first reported a position in British American Tobacco in Q1 2018 and held it in 13 quarters.
Institutional & Family Asset Management's British American Tobacco position peaked at $95K in Q1 2018.
478 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.