TD Ameritrade Investment Management’s British American Tobacco BTI Stock Holding History

TD Ameritrade 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
2023 Q3	–	Sell	-2,922	Closed	-$97K	–	60
2023 Q2	$97K	Sell	2,922 -280	-9%	-$9.57K	﹤0.01%	216
2023 Q1	$112K	Sell	3,202 -611	-16%	-$23K	﹤0.01%	214
2022 Q4	$152K	Sell	3,813 -1,004	-21%	-$39.5K	﹤0.01%	206
2022 Q3	$171K	Sell	4,817 -1,014	-17%	-$40.6K	﹤0.01%	218
2022 Q2	$250K	Sell	5,831 -1,075	-16%	-$46.1K	﹤0.01%	205
2022 Q1	$291K	Buy	6,906 +52	+0.8%	+$2.22K	﹤0.01%	221
2021 Q4	$256K	Buy	6,854 +2,208	+48%	+$78.4K	﹤0.01%	228
2021 Q3	$168K	Sell	4,646 -1,051	-18%	-$39.5K	﹤0.01%	221
2021 Q2	$224K	Buy	5,697 +967	+20%	+$37.9K	﹤0.01%	227
2021 Q1	$177K	Hold	4,730	–	–	﹤0.01%	226
2020 Q4	$177K	Buy	4,730 +84	+2%	+$3.01K	﹤0.01%	226
2020 Q3	$168K	Buy	4,646 +1,104	+31%	+$38.7K	﹤0.01%	221
2020 Q2	$138K	Sell	3,542 -307	-8%	-$11.8K	﹤0.01%	226
2020 Q1	$132K	Buy	3,849 +141	+4%	+$5.75K	﹤0.01%	220
2019 Q4	$157K	Buy	3,708 +2,066	+126%	+$77.9K	﹤0.01%	214
2019 Q3	$61K	Sell	1,642 -5	-0.3%	-$183	﹤0.01%	262
2019 Q2	$57K	Buy	1,647 +463	+39%	+$17.5K	﹤0.01%	248
2019 Q1	$49K	Sell	1,184 -153	-11%	-$5.57K	﹤0.01%	243
2018 Q4	$43K	Buy	1,337 +424	+46%	+$16.5K	﹤0.01%	240
2018 Q3	$43K	Buy	913 +850	+1,349%	+$43.2K	﹤0.01%	215
2018 Q2	$3K	Buy	+63	New	+$3.32K	﹤0.01%	297

Other funds holding BTI

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

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

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TD Ameritrade Investment Management's BTI Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of British American Tobacco (BTI) in Q3 2023, closing a stake of 2,922 shares — an estimated $97K sold.

TD Ameritrade Investment Management first reported a position in BTI in Q2 2018 and held it in 21 quarters. The position peaked at $291K in Q1 2022. 551 funds tracked by Wall St. Rank hold BTI as of Q3 2023.

TD Ameritrade Investment Management reported no remaining British American Tobacco position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 2,922 British American Tobacco shares in Q3 2023, an estimated $97K.
TD Ameritrade Investment Management first reported a position in British American Tobacco in Q2 2018 and held it in 21 quarters.
TD Ameritrade Investment Management's British American Tobacco position peaked at $291K in Q1 2022.
551 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.