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McElhenny Sheffield Capital Management’s British American Tobacco BTI Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-114
Closed -$4.56K – 155
2022
Q4 		$4.56K Buy
+114
New +$4.48K ﹤0.01% 413

Other funds holding BTI

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McElhenny Sheffield Capital Management's BTI Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of British American Tobacco (BTI) in Q1 2023, closing a stake of 114 shares — an estimated $4.56K sold.

McElhenny Sheffield Capital Management first reported a position in BTI in Q4 2022 and held it in 1 quarter. The position peaked at $4.56K in Q4 2022. 571 funds tracked by Wall St. Rank hold BTI as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining British American Tobacco position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 114 British American Tobacco shares in Q1 2023, an estimated $4.56K.
  • McElhenny Sheffield Capital Management first reported a position in British American Tobacco in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's British American Tobacco position peaked at $4.56K in Q4 2022.
  • 571 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.