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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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return