Pin Oak Investment Advisors’s British American Tobacco BTI Stock Holding History

Pin Oak Investment Advisors’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 Q3	–	Sell	-38	Closed	-$1K	–	461
2023 Q2	$1K	Buy	+38	New	+$1.3K	﹤0.01%	440
2018 Q4	–	Sell	-274	Closed	-$13K	–	436
2018 Q3	$13K	Buy	274 +132	+93%	+$6.71K	0.01%	293
2018 Q2	$7K	Hold	142	–	–	0.01%	338
2018 Q1	$8K	Sell	142 -107	-43%	-$6.73K	0.01%	338
2017 Q4	$17K	Buy	+249	New	+$16.2K	0.01%	290

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Pin Oak Investment Advisors's BTI Position: Q3 2023 in Review

Pin Oak Investment Advisors sold out of British American Tobacco (BTI) in Q3 2023, closing a stake of 38 shares — an estimated $1K sold.

Pin Oak Investment Advisors first reported a position in BTI in Q4 2017 and held it in 5 quarters. The position peaked at $17K in Q4 2017. 551 funds tracked by Wall St. Rank hold BTI as of Q3 2023.

Pin Oak Investment Advisors reported no remaining British American Tobacco position as of Q3 2023 after selling out during the quarter.
Pin Oak Investment Advisors sold 38 British American Tobacco shares in Q3 2023, an estimated $1K.
Pin Oak Investment Advisors first reported a position in British American Tobacco in Q4 2017 and held it in 5 quarters.
Pin Oak Investment Advisors's British American Tobacco position peaked at $17K in Q4 2017.
551 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2023.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.