JPLA
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Joseph P. Lucia & Associates’s British American Tobacco BTI Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-60
Closed -$2K – 179
2021
Q3 		$2K Buy
+60
New +$2.25K ﹤0.01% 503

Other funds holding BTI

GQG Partners
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
SGM
Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Joseph P. Lucia & Associates's BTI Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of British American Tobacco (BTI) in Q4 2021, closing a stake of 60 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in BTI in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 531 funds tracked by Wall St. Rank hold BTI as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining British American Tobacco position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 60 British American Tobacco shares in Q4 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in British American Tobacco in Q3 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's British American Tobacco position peaked at $2K in Q3 2021.
  • 531 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.