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RPg Family Wealth Advisory’s British American Tobacco BTI Stock Holding History

RPg Family Wealth Advisory’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
2022
Q2 		– Sell
-207
Closed -$8.88K – 107
2022
Q1 		$8.88K Buy
+207
New +$8.82K ﹤0.01% 275
2018
Q4 		– Sell
-458
Closed -$21.4K – 228
2018
Q3 		$21.4K Buy
458
+252
+122% +$12.8K 0.02% 171
2018
Q2 		$10.4K Buy
+206
New +$10.8K 0.01% 224
2017
Q1 		– Sell
-492
Closed -$27.7K – 279
2016
Q4 		$27.7K Sell
492
-40
-8% -$2.27K 0.02% 161
2016
Q3 		$34K Hold
532
– – 0.02% 144
2016
Q2 		$34.4K Hold
532
– – 0.02% 152
2016
Q1 		$31.1K Sell
532
-56
-10% -$3.08K 0.02% 150
2015
Q4 		$32.5K Buy
+588
New +$33.7K 0.03% 118

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OAG
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return