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

Avaii 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
2024 Q3	–	Sell	-11,584	Closed	-$358K	–	134
2024 Q2	$358K	Sell	11,584 -510	-4%	-$15.5K	0.2%	91
2024 Q1	$369K	Buy	12,094 +1,779	+17%	+$53.5K	0.22%	85
2023 Q4	$302K	Buy	10,315 +3,939	+62%	+$120K	0.2%	109
2023 Q3	$200K	Buy	+6,376	New	+$210K	0.15%	138

Other funds holding BTI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Avaii Wealth Management's BTI Position: Q3 2024 in Review

Avaii Wealth Management sold out of British American Tobacco (BTI) in Q3 2024, closing a stake of 11,584 shares — an estimated $358K sold.

Avaii Wealth Management first reported a position in BTI in Q3 2023 and held it in 4 quarters. The position peaked at $369K in Q1 2024. 610 funds tracked by Wall St. Rank hold BTI as of Q3 2024.

Avaii Wealth Management reported no remaining British American Tobacco position as of Q3 2024 after selling out during the quarter.
Avaii Wealth Management sold 11,584 British American Tobacco shares in Q3 2024, an estimated $358K.
Avaii Wealth Management first reported a position in British American Tobacco in Q3 2023 and held it in 4 quarters.
Avaii Wealth Management's British American Tobacco position peaked at $369K in Q1 2024.
610 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2024.

Based on Avaii Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.