Wagner Wealth Management (South Carolina)’s British American Tobacco BTI Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-298	Closed	-$11K	–	300
2022 Q3	$11K	Buy	298 +4	+1%	+$160	0.01%	408
2022 Q2	$13K	Buy	+294	New	+$12.6K	0.01%	399
2022 Q1	–	Sell	-284	Closed	-$11K	–	267
2021 Q4	$11K	Buy	284 +5	+2%	+$178	0.01%	475
2021 Q3	$10K	Buy	279 +6	+2%	+$225	0.01%	468
2021 Q2	$11K	Buy	273 +2	+0.7%	+$78	0.01%	479
2021 Q1	$10K	Buy	+271	New	+$10.2K	0.01%	459
2018 Q3	$3K	Buy	54 +40	+286%	+$2.03K	﹤0.01%	514
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	550
2018 Q1	$1K	Buy	+14	New	+$880	﹤0.01%	511
2017 Q4	–	Hold	0	–	–	–	353

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

OAG

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Wagner Wealth Management (South Carolina)'s BTI Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of British American Tobacco (BTI) in Q4 2022, closing a stake of 298 shares — an estimated $11K sold.

Wagner Wealth Management (South Carolina) first reported a position in BTI in Q1 2018 and held it in 9 quarters. The position peaked at $13K in Q2 2022. 586 funds tracked by Wall St. Rank hold BTI as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining British American Tobacco position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 298 British American Tobacco shares in Q4 2022, an estimated $11K.
Wagner Wealth Management (South Carolina) first reported a position in British American Tobacco in Q1 2018 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s British American Tobacco position peaked at $13K in Q2 2022.
586 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.