LBMC Investment Advisors’s British American Tobacco BTI Stock Holding History

LBMC Investment Advisors’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	-5,585	Closed	-$240K	–	153
2022 Q2	$240K	Hold	5,585	–	–	0.03%	129
2022 Q1	$235K	Hold	5,585	–	–	0.02%	144
2021 Q4	$209K	Buy	+5,585	New	+$198K	0.02%	162
2021 Q1	–	Sell	-9,365	Closed	-$351K	–	136
2020 Q4	$351K	Buy	9,365 +3,551	+61%	+$127K	0.04%	89
2020 Q3	$210K	Buy	+5,814	New	+$204K	0.03%	113

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

LBMC Investment Advisors's BTI Position: Q3 2022 in Review

LBMC Investment Advisors sold out of British American Tobacco (BTI) in Q3 2022, closing a stake of 5,585 shares — an estimated $240K sold.

LBMC Investment Advisors first reported a position in BTI in Q3 2020 and held it in 5 quarters. The position peaked at $351K in Q4 2020. 535 funds tracked by Wall St. Rank hold BTI as of Q3 2022.

LBMC Investment Advisors reported no remaining British American Tobacco position as of Q3 2022 after selling out during the quarter.
LBMC Investment Advisors sold 5,585 British American Tobacco shares in Q3 2022, an estimated $240K.
LBMC Investment Advisors first reported a position in British American Tobacco in Q3 2020 and held it in 5 quarters.
LBMC Investment Advisors's British American Tobacco position peaked at $351K in Q4 2020.
535 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2022.

Based on LBMC Investment Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.