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

Palumbo 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
2026
Q1 		$204K Buy
+3,486
New +$206K 0.05% 207
2022
Q4 		– Sell
-17,843
Closed -$633K – 83
2022
Q3 		$633K Buy
17,843
+649
+4% +$26K 0.54% 44
2022
Q2 		$738K Buy
17,194
+1,229
+8% +$52.7K 0.59% 40
2022
Q1 		$673K Buy
15,965
+433
+3% +$18.5K 0.43% 50
2021
Q4 		$581K Buy
15,532
+2,127
+16% +$75.5K 0.36% 58
2021
Q3 		$473K Sell
13,405
-2,135
-14% -$80.1K 0.31% 66
2021
Q2 		$611K Buy
15,540
+345
+2% +$13.5K 0.41% 59
2021
Q1 		$589K Buy
15,195
+847
+6% +$31.9K 0.44% 61
2020
Q4 		$538K Buy
+14,348
New +$514K 0.43% 58

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return