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Burney Company’s British American Tobacco BTI Stock Holding History

Burney Company’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
-9,845
Closed -$300K – 598
2024
Q1 		$300K Sell
9,845
-2,380
-19% -$71.6K 0.01% 523
2023
Q4 		$358K Sell
12,225
-4,120
-25% -$125K 0.02% 472
2023
Q3 		$513K Buy
16,345
+2,737
+20% +$90.2K 0.02% 399
2023
Q2 		$452K Buy
13,608
+1,221
+10% +$41.7K 0.02% 423
2023
Q1 		$435K Buy
12,387
+117
+1% +$4.41K 0.02% 426
2022
Q4 		$491K Sell
12,270
-50
-0.4% -$1.97K 0.02% 402
2022
Q3 		$437K Buy
12,320
+1,050
+9% +$42.1K 0.02% 425
2022
Q2 		$484K Buy
11,270
+1,003
+10% +$43K 0.03% 409
2022
Q1 		$433K Buy
10,267
+699
+7% +$29.8K 0.02% 441
2021
Q4 		$358K Buy
9,568
+1,269
+15% +$45.1K 0.02% 464
2021
Q3 		$293K Buy
8,299
+1,045
+14% +$39.2K 0.01% 487
2021
Q2 		$285K Buy
+7,254
New +$284K 0.01% 507

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Bank of America
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Newport Trust Company
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return