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

Merriman 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
-9,000
Closed -$318K – 211
2021
Q3 		$318K Hold
9,000
– – 0.03% 163
2021
Q2 		$354K Buy
9,000
+3,000
+50% +$117K 0.03% 173
2021
Q1 		$232K Buy
+6,000
New +$226K 0.03% 171

Other funds holding BTI

GQG Partners
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Merriman Wealth Management sold out of British American Tobacco (BTI) in Q4 2021, closing a stake of 9,000 shares — an estimated $318K sold.

Merriman Wealth Management first reported a position in BTI in Q1 2021 and held it in 3 quarters. The position peaked at $354K in Q2 2021. 531 funds tracked by Wall St. Rank hold BTI as of Q4 2021.

  • Merriman Wealth Management reported no remaining British American Tobacco position as of Q4 2021 after selling out during the quarter.
  • Merriman Wealth Management sold 9,000 British American Tobacco shares in Q4 2021, an estimated $318K.
  • Merriman Wealth Management first reported a position in British American Tobacco in Q1 2021 and held it in 3 quarters.
  • Merriman Wealth Management's British American Tobacco position peaked at $354K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2021.

Based on Merriman Wealth Management's 13F filing for Q4 2021, filed 1 Feb 2022.