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Bourgeon Capital Management’s British American Tobacco BTI Stock Holding History

Bourgeon Capital 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
Q1 		– Sell
-66
Closed -$1.93K – 144
2023
Q4 		$1.93K Buy
66
+32
+94% +$974 ﹤0.01% 301
2023
Q3 		$1.07K Buy
+34
New +$1.12K ﹤0.01% 307

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bourgeon Capital Management's BTI Position: Q1 2024 in Review

Bourgeon Capital Management sold out of British American Tobacco (BTI) in Q1 2024, closing a stake of 66 shares — an estimated $1.93K sold.

Bourgeon Capital Management first reported a position in BTI in Q3 2023 and held it in 2 quarters. The position peaked at $1.93K in Q4 2023. 575 funds tracked by Wall St. Rank hold BTI as of Q1 2024.

  • Bourgeon Capital Management reported no remaining British American Tobacco position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 66 British American Tobacco shares in Q1 2024, an estimated $1.93K.
  • Bourgeon Capital Management first reported a position in British American Tobacco in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's British American Tobacco position peaked at $1.93K in Q4 2023.
  • 575 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.