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

Lenox Wealth 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
2020 Q2	$2K	Hold	76	–	–	﹤0.01%	633
2020 Q1	$2K	Sell	76 -718	-90%	-$29.3K	﹤0.01%	601
2019 Q4	$34K	Hold	794	–	–	0.01%	304
2019 Q3	$29K	Buy	794 +12	+2%	+$439	0.01%	312
2019 Q2	$27K	Buy	782 +7	+0.9%	+$265	0.01%	308
2019 Q1	$32K	Buy	775 +469	+153%	+$17.1K	0.01%	276
2018 Q4	$10K	Sell	306 -123	-29%	-$4.78K	﹤0.01%	385
2018 Q3	$20K	Buy	429 +220	+105%	+$11.2K	0.01%	322
2018 Q2	$11K	Sell	209 -135	-39%	-$7.11K	﹤0.01%	356
2018 Q1	$19K	Buy	344 +325	+1,711%	+$20.4K	0.01%	297
2017 Q4	$1K	Buy	+19	New	+$1.24K	﹤0.01%	464

Other funds holding BTI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Management's BTI Position: Q2 2020 in Review

Lenox Wealth Management held its British American Tobacco (BTI) position steady in Q2 2020 at 76 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Lenox Wealth Management first reported a position in BTI in Q4 2017 and has held it in 11 quarters since. The position peaked at $34K in Q4 2019. 423 funds tracked by Wall St. Rank hold BTI as of Q2 2020.

Lenox Wealth Management held 76 shares of British American Tobacco worth $2K as of Q2 2020.
Lenox Wealth Management left its British American Tobacco share count unchanged in Q2 2020.
British American Tobacco made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #633 holding.
Lenox Wealth Management first reported a position in British American Tobacco in Q4 2017 and has held it in 11 quarters since.
Lenox Wealth Management's British American Tobacco position peaked at $34K in Q4 2019.
423 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.