Cyndeo Wealth Partners’s British American Tobacco BTI Stock Holding History

Cyndeo Wealth Partners’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	-10,893	Closed	-$337K	–	449
2024 Q2	$337K	Sell	10,893 -1,540	-12%	-$46.8K	0.03%	324
2024 Q1	$379K	Buy	12,433 +1,312	+12%	+$39.5K	0.03%	295
2023 Q4	$326K	Sell	11,121 -1,487	-12%	-$45.2K	0.03%	301
2023 Q3	$396K	Buy	12,608 +327	+3%	+$10.8K	0.04%	239
2023 Q2	$408K	Sell	12,281 -148	-1%	-$5.06K	0.04%	235
2023 Q1	$437K	Sell	12,429 -80	-0.6%	-$3.02K	0.05%	228
2022 Q4	$500K	Buy	+12,509	New	+$492K	0.06%	216

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

Cyndeo Wealth Partners's BTI Position: Q3 2024 in Review

Cyndeo Wealth Partners sold out of British American Tobacco (BTI) in Q3 2024, closing a stake of 10,893 shares — an estimated $337K sold.

Cyndeo Wealth Partners first reported a position in BTI in Q4 2022 and held it in 7 quarters. The position peaked at $500K in Q4 2022. 610 funds tracked by Wall St. Rank hold BTI as of Q3 2024.

Cyndeo Wealth Partners reported no remaining British American Tobacco position as of Q3 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 10,893 British American Tobacco shares in Q3 2024, an estimated $337K.
Cyndeo Wealth Partners first reported a position in British American Tobacco in Q4 2022 and held it in 7 quarters.
Cyndeo Wealth Partners's British American Tobacco position peaked at $500K in Q4 2022.
610 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2024, filed 18 Oct 2024.