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Retirement Financial Solutions’s British American Tobacco BTI Stock Holding History

Retirement Financial Solutions’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
-1,180
Closed -$47.2K – 57
2022
Q4 		$47.2K Buy
+1,180
New +$46.4K 0.04% 50

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

Retirement Financial Solutions's BTI Position: Q1 2023 in Review

Retirement Financial Solutions sold out of British American Tobacco (BTI) in Q1 2023, closing a stake of 1,180 shares — an estimated $47.2K sold.

Retirement Financial Solutions first reported a position in BTI in Q4 2022 and held it in 1 quarter. The position peaked at $47.2K in Q4 2022. 572 funds tracked by Wall St. Rank hold BTI as of Q1 2023.

  • Retirement Financial Solutions reported no remaining British American Tobacco position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 1,180 British American Tobacco shares in Q1 2023, an estimated $47.2K.
  • Retirement Financial Solutions first reported a position in British American Tobacco in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's British American Tobacco position peaked at $47.2K in Q4 2022.
  • 572 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.