Robertson Stephens Wealth Management’s British American Tobacco BTI Stock Holding History

Robertson Stephens 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
2023 Q2	–	Sell	-5,824	Closed	-$209K	–	423
2023 Q1	$209K	Buy	+5,824	New	+$220K	0.02%	418

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Robertson Stephens Wealth Management's BTI Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of British American Tobacco (BTI) in Q2 2023, closing a stake of 5,824 shares — an estimated $209K sold.

Robertson Stephens Wealth Management first reported a position in BTI in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 570 funds tracked by Wall St. Rank hold BTI as of Q2 2023.

Robertson Stephens Wealth Management reported no remaining British American Tobacco position as of Q2 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 5,824 British American Tobacco shares in Q2 2023, an estimated $209K.
Robertson Stephens Wealth Management first reported a position in British American Tobacco in Q1 2023 and held it in 1 quarter.
Robertson Stephens Wealth Management's British American Tobacco position peaked at $209K in Q1 2023.
570 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.