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	-123	Closed	-$3.75K	–	1577
2024 Q1	$3.75K	Buy	+123	New	+$3.7K	﹤0.01%	936
2023 Q4	–	Hold	0	–	–	–	1464
2023 Q3	–	Sell	-33	Closed	-$748	–	1313
2023 Q2	$748	Sell	33 -2	-6%	-$68	﹤0.01%	888
2023 Q1	$1	Sell	35 -5	-13%	-$189	﹤0.01%	1035
2022 Q4	$745	Buy	+40	New	+$1.57K	﹤0.01%	730
2022 Q3	–	Sell	-774	Closed	-$4.09K	–	849
2022 Q2	$4.09K	Buy	+774	New	+$33.2K	0.13%	177
2021 Q3	–	Hold	0	–	–	–	673
2021 Q2	–	Hold	0	–	–	–	644
2021 Q1	–	Hold	0	–	–	–	687
2020 Q2	–	Sell	-17	Closed	-$584	–	132
2020 Q1	$584	Sell	17 -1,068	-98%	-$43.5K	﹤0.01%	534
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 $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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 123 shares — an estimated $3.75K sold.

Financial Gravity Asset Management first reported a position in BTI in Q1 2018 and held it in 13 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 123 British American Tobacco shares in Q2 2024, an estimated $3.75K.
Financial Gravity Asset Management first reported a position in British American Tobacco in Q1 2018 and held it in 13 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.