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Money Concepts Capital’s British American Tobacco BTI Stock Holding History

Money Concepts Capital’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
-5,971
Closed -$239K – 794
2022
Q4 		$239K Buy
5,971
+4,250
+247% +$167K 0.01% 618
2022
Q3 		$61K Buy
1,721
+62
+4% +$2.48K ﹤0.01% 681
2022
Q2 		$72K Sell
1,659
-4,213
-72% -$181K 0.01% 636
2022
Q1 		$248K Buy
+5,872
New +$250K 0.01% 646

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

Money Concepts Capital's BTI Position: Q1 2023 in Review

Money Concepts Capital sold out of British American Tobacco (BTI) in Q1 2023, closing a stake of 5,971 shares — an estimated $239K sold.

Money Concepts Capital first reported a position in BTI in Q1 2022 and held it in 4 quarters. The position peaked at $248K in Q1 2022. 572 funds tracked by Wall St. Rank hold BTI as of Q1 2023.

  • Money Concepts Capital reported no remaining British American Tobacco position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,971 British American Tobacco shares in Q1 2023, an estimated $239K.
  • Money Concepts Capital first reported a position in British American Tobacco in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's British American Tobacco position peaked at $248K in Q1 2022.
  • 572 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.