Sonora Investment Management’s British American Tobacco BTI Stock Holding History

Sonora Investment 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 Q3	$123K	Buy	3,489 +91	+3%	+$3.42K	0.02%	273
2021 Q2	$134K	Buy	3,398 +768	+29%	+$30.1K	0.02%	242
2021 Q1	$102K	Hold	2,630	–	–	0.01%	409
2020 Q4	$99K	Hold	2,630	–	–	0.01%	421
2020 Q3	$95K	Hold	2,630	–	–	0.01%	393
2020 Q2	$102K	Hold	2,630	–	–	0.01%	341
2020 Q1	$90K	Hold	2,630	–	–	0.01%	337
2019 Q4	$112K	Hold	2,630	–	–	0.01%	327
2019 Q3	$97K	Hold	2,630	–	–	0.01%	354
2019 Q2	$92K	Sell	2,630 -40	-1%	-$1.51K	0.01%	365
2019 Q1	$111K	Hold	2,670	–	–	0.01%	304
2018 Q4	$85K	Hold	2,670	–	–	0.01%	314
2018 Q3	$125K	Hold	2,670	–	–	0.02%	255
2018 Q2	$135K	Hold	2,670	–	–	0.02%	239
2018 Q1	$154K	Hold	2,670	–	–	0.02%	221
2017 Q4	$179K	Hold	2,670	–	–	0.03%	204
2017 Q3	$167K	Buy	+2,670	New	+$172K	0.03%	201

Other funds holding BTI

OAG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sonora Investment Management's BTI Position: Q3 2021 in Review

Sonora Investment Management increased its British American Tobacco (BTI) stake by 2.7% in Q3 2021, buying an estimated $3.42K and bringing the position to 3,489 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #273.

Sonora Investment Management first reported a position in BTI in Q3 2017 and has held it in 17 quarters since. The position peaked at $179K in Q4 2017. 484 funds tracked by Wall St. Rank hold BTI as of Q3 2021.

Sonora Investment Management held 3,489 shares of British American Tobacco worth $123K as of Q3 2021.
Sonora Investment Management bought 91 British American Tobacco shares in Q3 2021, an estimated $3.42K.
British American Tobacco made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #273 holding.
Sonora Investment Management first reported a position in British American Tobacco in Q3 2017 and has held it in 17 quarters since.
Sonora Investment Management's British American Tobacco position peaked at $179K in Q4 2017.
484 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.