Lenox Wealth Advisors’s British American Tobacco BTI Stock Holding History

Lenox Wealth 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 Q1	–	Sell	-64	Closed	-$2K	–	785
2021 Q4	$2K	Hold	64	–	–	﹤0.01%	696
2021 Q3	$2K	Hold	64	–	–	﹤0.01%	621
2021 Q2	$3K	Hold	64	–	–	﹤0.01%	607
2021 Q1	$2K	Sell	64 -64	-50%	-$2.41K	﹤0.01%	592
2020 Q4	$5K	Buy	+128	New	+$4.58K	﹤0.01%	496
2020 Q2	–	Sell	-84	Closed	-$3K	–	610
2020 Q1	$3K	Buy	+84	New	+$3.42K	﹤0.01%	486
2019 Q2	–	Sell	-210	Closed	-$9K	–	433
2019 Q1	$9K	Hold	210	–	–	﹤0.01%	279
2018 Q4	$7K	Buy	+210	New	+$8.17K	﹤0.01%	275
2018 Q3	–	Sell	-4	Closed	–	–	423
2018 Q2	$0	Buy	+4	New	+$211	﹤0.01%	557
2016 Q1	–	Sell	-28	Closed	-$2K	–	273
2015 Q4	$2K	Buy	+28	New	+$1.61K	﹤0.01%	314

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SGM

Skye Global Management West Palm Beach, Florida $5B AUM 11.9% 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

Lenox Wealth Advisors's BTI Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of British American Tobacco (BTI) in Q1 2022, closing a stake of 64 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in BTI in Q4 2015 and held it in 10 quarters. The position peaked at $9K in Q1 2019. 552 funds tracked by Wall St. Rank hold BTI as of Q1 2022.

Lenox Wealth Advisors reported no remaining British American Tobacco position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 64 British American Tobacco shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in British American Tobacco in Q4 2015 and held it in 10 quarters.
Lenox Wealth Advisors's British American Tobacco position peaked at $9K in Q1 2019.
552 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.