Mark Sheptoff Financial Planning’s British American Tobacco BTI Stock Holding History

Mark Sheptoff Financial Planning’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 Q2	–	Sell	-420	Closed	-$14.8K	–	396
2023 Q1	$14.8K	Hold	420	–	–	0.01%	237
2022 Q4	$16.8K	Buy	+420	New	+$16.5K	0.01%	234
2018 Q3	–	Sell	-300	Closed	-$15K	–	362
2018 Q2	$15K	Hold	300	–	–	0.01%	243
2018 Q1	$17K	Buy	+300	New	+$18.9K	0.01%	243
2017 Q3	–	Sell	-2,700	Closed	-$185K	–	369
2017 Q2	$185K	Sell	2,700 -1	-0%	-$69	0.13%	110
2017 Q1	$179K	Buy	+2,701	New	+$167K	0.13%	110

Other funds holding BTI

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's BTI Position: Q2 2023 in Review

Mark Sheptoff Financial Planning sold out of British American Tobacco (BTI) in Q2 2023, closing a stake of 420 shares — an estimated $14.8K sold.

Mark Sheptoff Financial Planning first reported a position in BTI in Q1 2017 and held it in 6 quarters. The position peaked at $185K in Q2 2017. 572 funds tracked by Wall St. Rank hold BTI as of Q2 2023.

Mark Sheptoff Financial Planning reported no remaining British American Tobacco position as of Q2 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 420 British American Tobacco shares in Q2 2023, an estimated $14.8K.
Mark Sheptoff Financial Planning first reported a position in British American Tobacco in Q1 2017 and held it in 6 quarters.
Mark Sheptoff Financial Planning's British American Tobacco position peaked at $185K in Q2 2017.
572 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2023, filed 10 Aug 2023.