Selective Wealth Management’s British American Tobacco BTI Stock Holding History

Selective 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
2021 Q1	–	Sell	-40	Closed	-$1K	–	392
2020 Q4	$1K	Buy	+40	New	+$1.43K	﹤0.01%	354
2020 Q1	–	Sell	-52	Closed	-$2K	–	334
2019 Q4	$2K	Sell	52 -286	-85%	-$10.8K	﹤0.01%	280
2019 Q3	$12K	Buy	+338	New	+$12.4K	0.02%	156
2018 Q3	$2K	Buy	+52	New	+$2.64K	0.02%	140

Other funds holding BTI

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Selective Wealth Management's BTI Position: Q1 2021 in Review

Selective Wealth Management sold out of British American Tobacco (BTI) in Q1 2021, closing a stake of 40 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in BTI in Q3 2018 and held it in 4 quarters. The position peaked at $12K in Q3 2019. 471 funds tracked by Wall St. Rank hold BTI as of Q1 2021.

Selective Wealth Management reported no remaining British American Tobacco position as of Q1 2021 after selling out during the quarter.
Selective Wealth Management sold 40 British American Tobacco shares in Q1 2021, an estimated $1K.
Selective Wealth Management first reported a position in British American Tobacco in Q3 2018 and held it in 4 quarters.
Selective Wealth Management's British American Tobacco position peaked at $12K in Q3 2019.
471 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.