AWM
BTI icon

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

Axxcess 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
Q2 		– Sell
-20,398
Closed -$622K – 854
2024
Q1 		$622K Buy
20,398
+90
+0.4% +$2.71K 0.02% 484
2023
Q4 		$595K Buy
20,308
+8,517
+72% +$259K 0.02% 472
2023
Q3 		$370K Buy
+11,791
New +$389K 0.01% 545
2023
Q2 		– Sell
-14,595
Closed -$513K – 604
2023
Q1 		$513K Buy
14,595
+188
+1% +$7.09K 0.04% 369
2022
Q4 		$576K Buy
+14,407
New +$566K 0.05% 329

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Axxcess Wealth Management's BTI Position: Q2 2024 in Review

Axxcess Wealth Management sold out of British American Tobacco (BTI) in Q2 2024, closing a stake of 20,398 shares — an estimated $622K sold.

Axxcess Wealth Management first reported a position in BTI in Q4 2022 and held it in 5 quarters. The position peaked at $622K in Q1 2024. 564 funds tracked by Wall St. Rank hold BTI as of Q2 2024.

  • Axxcess Wealth Management reported no remaining British American Tobacco position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 20,398 British American Tobacco shares in Q2 2024, an estimated $622K.
  • Axxcess Wealth Management first reported a position in British American Tobacco in Q4 2022 and held it in 5 quarters.
  • Axxcess Wealth Management's British American Tobacco position peaked at $622K in Q1 2024.
  • 564 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.