Running Point Capital Advisors’s British American Tobacco BTI Stock Holding History

Running Point Capital 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 Q1	–	Sell	-5,380	Closed	-$215K	–	159
2022 Q4	$215K	Buy	+5,380	New	+$211K	0.13%	99
2022 Q3	–	Sell	-5,250	Closed	-$225K	–	218
2022 Q2	$225K	Buy	5,250 +113	+2%	+$4.85K	0.14%	87
2022 Q1	$217K	Buy	+5,137	New	+$219K	0.13%	90

Other funds holding BTI

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Running Point Capital Advisors's BTI Position: Q1 2023 in Review

Running Point Capital Advisors sold out of British American Tobacco (BTI) in Q1 2023, closing a stake of 5,380 shares — an estimated $215K sold.

Running Point Capital Advisors first reported a position in BTI in Q1 2022 and held it in 3 quarters. The position peaked at $225K in Q2 2022. 571 funds tracked by Wall St. Rank hold BTI as of Q1 2023.

Running Point Capital Advisors reported no remaining British American Tobacco position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 5,380 British American Tobacco shares in Q1 2023, an estimated $215K.
Running Point Capital Advisors first reported a position in British American Tobacco in Q1 2022 and held it in 3 quarters.
Running Point Capital Advisors's British American Tobacco position peaked at $225K in Q2 2022.
571 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.