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LMG Wealth Partners’s British American Tobacco BTI Stock Holding History

LMG Wealth Partners’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
2023
Q1 		– Sell
-10,303
Closed -$397K – 106
2022
Q4 		$397K Buy
+10,303
New +$405K 0.13% 80

Other funds holding BTI

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LMG Wealth Partners's BTI Position: Q1 2023 in Review

LMG Wealth Partners sold out of British American Tobacco (BTI) in Q1 2023, closing a stake of 10,303 shares — an estimated $397K sold.

LMG Wealth Partners first reported a position in BTI in Q4 2022 and held it in 1 quarter. The position peaked at $397K in Q4 2022. 572 funds tracked by Wall St. Rank hold BTI as of Q1 2023.

  • LMG Wealth Partners reported no remaining British American Tobacco position as of Q1 2023 after selling out during the quarter.
  • LMG Wealth Partners sold 10,303 British American Tobacco shares in Q1 2023, an estimated $397K.
  • LMG Wealth Partners first reported a position in British American Tobacco in Q4 2022 and held it in 1 quarter.
  • LMG Wealth Partners's British American Tobacco position peaked at $397K in Q4 2022.
  • 572 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2023.

Based on LMG Wealth Partners's 13F filing for Q1 2023, filed 2 May 2023.