SFMG Wealth Advisors’s British American Tobacco BTI Stock Holding History

SFMG Wealth 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 Q4	–	Sell	-77,223	Closed	-$2.43M	–	274
2023 Q3	$2.43M	Buy	77,223 +4,708	+6%	+$155K	0.25%	54
2023 Q2	$2.41M	Buy	72,515 +2,936	+4%	+$100K	0.25%	57
2023 Q1	$2.44M	Buy	69,579 +2,351	+3%	+$88.6K	0.26%	53
2022 Q4	$2.69M	Buy	67,228 +2,714	+4%	+$107K	0.3%	50
2022 Q3	$2.36M	Buy	64,514 +346	+0.5%	+$13.9K	0.28%	53
2022 Q2	$2.75M	Buy	64,168 +3,350	+6%	+$144K	0.32%	46
2022 Q1	$2.56M	Buy	60,818 +8,748	+17%	+$373K	0.25%	53
2021 Q4	$1.95M	Buy	52,070 +15,472	+42%	+$549K	0.19%	69
2021 Q3	$1.29M	Buy	36,598 +12,661	+53%	+$475K	0.14%	79
2021 Q2	$941K	Buy	23,937 +2,434	+11%	+$95.3K	0.1%	94
2021 Q1	$833K	Buy	21,503 +2,089	+11%	+$78.6K	0.1%	102
2020 Q4	$728K	Buy	19,414 +1,895	+11%	+$67.8K	0.09%	103
2020 Q3	$633K	Buy	17,519 +646	+4%	+$22.6K	0.09%	91
2020 Q2	$655K	Buy	16,873 +4,020	+31%	+$154K	0.09%	77
2020 Q1	$439K	Buy	+12,853	New	+$524K	0.07%	79

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

OAG

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFMG Wealth Advisors's BTI Position: Q4 2023 in Review

SFMG Wealth Advisors sold out of British American Tobacco (BTI) in Q4 2023, closing a stake of 77,223 shares — an estimated $2.43M sold.

SFMG Wealth Advisors first reported a position in BTI in Q1 2020 and held it in 15 quarters. The position peaked at $2.75M in Q2 2022. 549 funds tracked by Wall St. Rank hold BTI as of Q4 2023.

SFMG Wealth Advisors reported no remaining British American Tobacco position as of Q4 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 77,223 British American Tobacco shares in Q4 2023, an estimated $2.43M.
SFMG Wealth Advisors first reported a position in British American Tobacco in Q1 2020 and held it in 15 quarters.
SFMG Wealth Advisors's British American Tobacco position peaked at $2.75M in Q2 2022.
549 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2023.

Based on SFMG Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.