WealthPLAN Partners’s British American Tobacco BTI Stock Holding History

WealthPLAN 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 Q3	–	Sell	-130	Closed	-$4.32K	–	418
2023 Q2	$4.32K	Sell	130 -1	-0.8%	-$34	﹤0.01%	942
2023 Q1	$4.6K	Buy	+131	New	+$4.94K	﹤0.01%	1017
2017 Q2	–	Sell	-14	Closed	-$931	–	209
2017 Q1	$931	Buy	+14	New	+$866	﹤0.01%	433
2016 Q3	$50K	Sell	782 -1,268	-62%	-$80.4K	0.02%	334
2016 Q2	$51.7K	Buy	+2,050	New	+$124K	0.01%	907
2015 Q4	$49.8K	Buy	+3,958	New	+$227K	0.01%	629
2015 Q2	$47K	Sell	868 -1,204	-58%	-$66.4K	0.02%	178
2015 Q1	$103K	Buy	+2,072	New	+$115K	0.05%	170

Other funds holding BTI

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's BTI Position: Q3 2023 in Review

WealthPLAN Partners sold out of British American Tobacco (BTI) in Q3 2023, closing a stake of 130 shares — an estimated $4.32K sold.

WealthPLAN Partners first reported a position in BTI in Q1 2015 and held it in 8 quarters. The position peaked at $103K in Q1 2015. 551 funds tracked by Wall St. Rank hold BTI as of Q3 2023.

WealthPLAN Partners reported no remaining British American Tobacco position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 130 British American Tobacco shares in Q3 2023, an estimated $4.32K.
WealthPLAN Partners first reported a position in British American Tobacco in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's British American Tobacco position peaked at $103K in Q1 2015.
551 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.