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

Liberty 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
2021 Q4	–	Sell	-5,039	Closed	-$163K	–	289
2021 Q3	$163K	Buy	5,039 +2,911	+137%	+$109K	0.06%	197
2021 Q2	$74K	Buy	2,128 +281	+15%	+$11K	0.03%	252
2021 Q1	$67K	Hold	1,847	–	–	0.03%	232
2020 Q4	$67K	Buy	1,847 +842	+84%	+$30.1K	0.03%	230
2020 Q3	$36K	Sell	1,005 -53	-5%	-$1.86K	0.02%	285
2020 Q2	$41K	Sell	1,058 -21	-2%	-$805	0.03%	251
2020 Q1	$37K	Buy	1,079 +366	+51%	+$14.9K	0.03%	245
2019 Q4	$30K	Buy	713 +29	+4%	+$1.09K	0.02%	343
2019 Q3	$25K	Sell	684 -591	-46%	-$21.6K	0.02%	364
2019 Q2	$44K	Buy	1,275 +369	+41%	+$14K	0.04%	266
2019 Q1	$37K	Sell	906 -497	-35%	-$18.1K	0.03%	242
2018 Q4	$44K	Buy	+1,403	New	+$54.6K	0.03%	205

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Liberty Wealth Management's BTI Position: Q4 2021 in Review

Liberty Wealth Management sold out of British American Tobacco (BTI) in Q4 2021, closing a stake of 5,039 shares — an estimated $163K sold.

Liberty Wealth Management first reported a position in BTI in Q4 2018 and held it in 12 quarters. The position peaked at $163K in Q3 2021. 531 funds tracked by Wall St. Rank hold BTI as of Q4 2021.

Liberty Wealth Management reported no remaining British American Tobacco position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 5,039 British American Tobacco shares in Q4 2021, an estimated $163K.
Liberty Wealth Management first reported a position in British American Tobacco in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's British American Tobacco position peaked at $163K in Q3 2021.
531 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.