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WealthShield Partners’s British American Tobacco BTI Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-1,556
Closed -$61K – 303
2021
Q2 		$61K Sell
1,556
-4
-0.3% -$157 0.01% 435
2021
Q1 		$60K Buy
+1,560
New +$58.7K 0.01% 414

Other funds holding BTI

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthShield Partners's BTI Position: Q3 2021 in Review

WealthShield Partners sold out of British American Tobacco (BTI) in Q3 2021, closing a stake of 1,556 shares — an estimated $61K sold.

WealthShield Partners first reported a position in BTI in Q1 2021 and held it in 2 quarters. The position peaked at $61K in Q2 2021. 483 funds tracked by Wall St. Rank hold BTI as of Q3 2021.

  • WealthShield Partners reported no remaining British American Tobacco position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,556 British American Tobacco shares in Q3 2021, an estimated $61K.
  • WealthShield Partners first reported a position in British American Tobacco in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's British American Tobacco position peaked at $61K in Q2 2021.
  • 483 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.