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Safeguard Investment Advisory Group’s British American Tobacco BTI Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-564
Closed -$21K – 167
2020
Q4 		$21K Buy
+564
New +$20.2K 0.02% 298

Other funds holding BTI

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Safeguard Investment Advisory Group's BTI Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of British American Tobacco (BTI) in Q1 2021, closing a stake of 564 shares — an estimated $21K sold.

Safeguard Investment Advisory Group first reported a position in BTI in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 471 funds tracked by Wall St. Rank hold BTI as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining British American Tobacco position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 564 British American Tobacco shares in Q1 2021, an estimated $21K.
  • Safeguard Investment Advisory Group first reported a position in British American Tobacco in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's British American Tobacco position peaked at $21K in Q4 2020.
  • 471 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.