Activest Wealth Management’s British American Tobacco BTI Stock Holding History

Activest 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
2023 Q3	–	Sell	-59	Closed	-$1.95K	–	346
2023 Q2	$2.48K	Buy	59 +1	+2%	+$34	﹤0.01%	257
2023 Q1	$2.05K	Buy	+58	New	+$2.19K	﹤0.01%	254
2022 Q3	–	Sell	-30	Closed	-$1K	–	457
2022 Q2	$1K	Buy	30 +10	+50%	+$429	﹤0.01%	352
2022 Q1	$1K	Buy	+20	New	+$852	﹤0.01%	311

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

Activest Wealth Management's BTI Position: Q3 2023 in Review

Activest Wealth Management sold out of British American Tobacco (BTI) in Q3 2023, closing a stake of 59 shares — an estimated $1.95K sold.

Activest Wealth Management first reported a position in BTI in Q1 2022 and held it in 4 quarters. The position peaked at $2.48K in Q2 2023. 551 funds tracked by Wall St. Rank hold BTI as of Q3 2023.

Activest Wealth Management reported no remaining British American Tobacco position as of Q3 2023 after selling out during the quarter.
Activest Wealth Management sold 59 British American Tobacco shares in Q3 2023, an estimated $1.95K.
Activest Wealth Management first reported a position in British American Tobacco in Q1 2022 and held it in 4 quarters.
Activest Wealth Management's British American Tobacco position peaked at $2.48K in Q2 2023.
551 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.