SVB Wealth’s British American Tobacco BTI Stock Holding History

SVB Wealth’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	-5,966	Closed	-$239K	–	1018
2022 Q4	$239K	Sell	5,966 -2,323	-28%	-$91.3K	﹤0.01%	847
2022 Q3	$294K	Buy	+8,289	New	+$332K	﹤0.01%	697
2021 Q2	–	Sell	-5,722	Closed	-$221K	–	994
2021 Q1	$221K	Buy	+5,722	New	+$215K	﹤0.01%	803
2020 Q4	–	Sell	-6,041	Closed	-$219K	–	861
2020 Q3	$219K	Buy	+6,041	New	+$212K	﹤0.01%	616
2018 Q4	–	Sell	-702,132	Closed	-$32.7M	–	405
2018 Q3	$32.7M	Buy	702,132 +76	+0%	+$3.86K	1.16%	18
2018 Q2	$35.4M	Buy	+702,056	New	+$37M	1.36%	11

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

SVB Wealth's BTI Position: Q1 2023 in Review

SVB Wealth sold out of British American Tobacco (BTI) in Q1 2023, closing a stake of 5,966 shares — an estimated $239K sold.

SVB Wealth first reported a position in BTI in Q2 2018 and held it in 6 quarters. The position peaked at $35.4M in Q2 2018. 572 funds tracked by Wall St. Rank hold BTI as of Q1 2023.

SVB Wealth reported no remaining British American Tobacco position as of Q1 2023 after selling out during the quarter.
SVB Wealth sold 5,966 British American Tobacco shares in Q1 2023, an estimated $239K.
SVB Wealth first reported a position in British American Tobacco in Q2 2018 and held it in 6 quarters.
SVB Wealth's British American Tobacco position peaked at $35.4M in Q2 2018.
572 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.