Signature Wealth Management Partners’s British American Tobacco BTI Stock Holding History

Signature Wealth Management Partners’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	-5,100	Closed	-$204K	–	109
2022 Q4	$204K	Buy	+5,100	New	+$200K	0.2%	89
2022 Q3	–	Sell	-5,100	Closed	-$219K	–	101
2022 Q2	$219K	Hold	5,100	–	–	0.22%	92
2022 Q1	$215K	Buy	+5,100	New	+$217K	0.18%	105
2021 Q3	–	Sell	-5,100	Closed	-$200K	–	112
2021 Q2	$200K	Buy	+5,100	New	+$200K	0.18%	105

Other funds holding BTI

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

OAG

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Signature Wealth Management Partners's BTI Position: Q1 2023 in Review

Signature Wealth Management Partners sold out of British American Tobacco (BTI) in Q1 2023, closing a stake of 5,100 shares — an estimated $204K sold.

Signature Wealth Management Partners first reported a position in BTI in Q2 2021 and held it in 4 quarters. The position peaked at $219K in Q2 2022. 572 funds tracked by Wall St. Rank hold BTI as of Q1 2023.

Signature Wealth Management Partners reported no remaining British American Tobacco position as of Q1 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 5,100 British American Tobacco shares in Q1 2023, an estimated $204K.
Signature Wealth Management Partners first reported a position in British American Tobacco in Q2 2021 and held it in 4 quarters.
Signature Wealth Management Partners's British American Tobacco position peaked at $219K in Q2 2022.
572 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2023.

Based on Signature Wealth Management Partners's 13F filing for Q1 2023, filed 3 May 2023.