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Alera Investment Advisors’s British American Tobacco BTI Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$229K Buy
+6,255
New +$224K 0.03% 253
2019
Q2 		– Sell
-833
Closed -$35K – 212
2019
Q1 		$35K Buy
833
+278
+50% +$10.1K 0.02% 204
2018
Q4 		$18K Buy
+555
New +$21.6K 0.01% 304

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Alera Investment Advisors's BTI Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in British American Tobacco (BTI) in Q3 2024: 6,255 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in BTI as recently as Q1 2019.

Alera Investment Advisors first reported a position in BTI in Q4 2018 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold BTI as of Q3 2024.

  • Alera Investment Advisors held 6,255 shares of British American Tobacco worth $229K as of Q3 2024.
  • British American Tobacco was a new Alera Investment Advisors position in Q3 2024.
  • British American Tobacco made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #253 holding.
  • Alera Investment Advisors first reported a position in British American Tobacco in Q4 2018 and has held it in 3 quarters since.
  • 610 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.