Financial Gravity Asset Management’s British American Tobacco BTI Stock Holding History

Financial Gravity Asset 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	-1	Closed	-$29	–	1465
2024 Q1	$29	Buy	+1	New	+$30	﹤0.01%	1089
2023 Q4	–	Hold	0	–	–	–	1262
2021 Q3	–	Hold	0	–	–	–	673
2021 Q2	–	Hold	0	–	–	–	644
2019 Q4	$46K	Sell	1,085 -168	-13%	-$6.33K	0.03%	686
2019 Q3	$46K	Sell	1,253 -185	-13%	-$6.77K	0.04%	302
2019 Q2	$50K	Buy	1,438 +170	+13%	+$6.44K	0.04%	320
2019 Q1	$52K	Buy	+1,268	New	+$46.1K	0.04%	305
2018 Q3	$2K	Sell	52 -12	-19%	-$610	﹤0.01%	927
2018 Q2	$3K	Sell	64 -6	-9%	-$316	﹤0.01%	872
2018 Q1	$4K	Buy	+70	New	+$4.4K	﹤0.01%	768

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Gravity Asset Management's BTI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of British American Tobacco (BTI) in Q2 2024, closing a stake of 1 share — an estimated $29 sold.

Financial Gravity Asset Management first reported a position in BTI in Q1 2018 and held it in 8 quarters. The position peaked at $52K in Q1 2019. 564 funds tracked by Wall St. Rank hold BTI as of Q2 2024.

Financial Gravity Asset Management reported no remaining British American Tobacco position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 British American Tobacco share in Q2 2024, an estimated $29.
Financial Gravity Asset Management first reported a position in British American Tobacco in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's British American Tobacco position peaked at $52K in Q1 2019.
564 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.