Williams Jones Wealth Management’s British American Tobacco BTI Stock Holding History

Williams Jones Wealth 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
2022 Q3	–	Sell	-4,972	Closed	-$213K	–	580
2022 Q2	$213K	Buy	+4,972	New	+$213K	﹤0.01%	520

Other funds holding BTI

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

OAG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Williams Jones Wealth Management's BTI Position: Q3 2022 in Review

Williams Jones Wealth Management sold out of British American Tobacco (BTI) in Q3 2022, closing a stake of 4,972 shares — an estimated $213K sold.

Williams Jones Wealth Management first reported a position in BTI in Q2 2022 and held it in 1 quarter. The position peaked at $213K in Q2 2022. 535 funds tracked by Wall St. Rank hold BTI as of Q3 2022.

Williams Jones Wealth Management reported no remaining British American Tobacco position as of Q3 2022 after selling out during the quarter.
Williams Jones Wealth Management sold 4,972 British American Tobacco shares in Q3 2022, an estimated $213K.
Williams Jones Wealth Management first reported a position in British American Tobacco in Q2 2022 and held it in 1 quarter.
Williams Jones Wealth Management's British American Tobacco position peaked at $213K in Q2 2022.
535 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2022.

Based on Williams Jones Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.