First Heartland Consultants’s British American Tobacco BTI Stock Holding History

First Heartland Consultants’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 Q4	–	Sell	-24,305	Closed	-$889K	–	452
2024 Q3	$889K	Sell	24,305 -132,794	-85%	-$4.75M	0.1%	151
2024 Q2	$4.86M	Buy	157,099 +26,912	+21%	+$817K	0.34%	58
2024 Q1	$3.97M	Buy	130,187 +98,548	+311%	+$2.97M	0.41%	69
2023 Q4	$927K	Sell	31,639 -67,263	-68%	-$2.05M	0.11%	145
2023 Q3	$3.11M	Sell	98,902 -5,995	-6%	-$198K	0.39%	70
2023 Q2	$3.48M	Buy	104,897 +42,114	+67%	+$1.44M	0.45%	57
2023 Q1	$2.2M	Sell	62,783 -11,703	-16%	-$441K	0.33%	76
2022 Q4	$2.98M	Buy	74,486 +210	+0.3%	+$8.25K	0.48%	54
2022 Q3	$2.64M	Buy	74,276 +113	+0.2%	+$4.53K	0.23%	64
2022 Q2	$3.18M	Buy	74,163 +1,066	+1%	+$45.7K	0.5%	44
2022 Q1	$3.08M	Sell	73,097 -4,369	-6%	-$186K	0.48%	42
2021 Q4	$2.9M	Buy	77,466 +39,134	+102%	+$1.39M	0.11%	57
2021 Q3	$1.35M	Buy	38,332 +8,037	+27%	+$302K	0.21%	107
2021 Q2	$1.19M	Buy	+30,295	New	+$1.19M	0.18%	119

Other funds holding BTI

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

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

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

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

OAG

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

First Heartland Consultants's BTI Position: Q4 2024 in Review

First Heartland Consultants sold out of British American Tobacco (BTI) in Q4 2024, closing a stake of 24,305 shares — an estimated $889K sold.

First Heartland Consultants first reported a position in BTI in Q2 2021 and held it in 14 quarters. The position peaked at $4.86M in Q2 2024. 620 funds tracked by Wall St. Rank hold BTI as of Q4 2024.

First Heartland Consultants reported no remaining British American Tobacco position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 24,305 British American Tobacco shares in Q4 2024, an estimated $889K.
First Heartland Consultants first reported a position in British American Tobacco in Q2 2021 and held it in 14 quarters.
First Heartland Consultants's British American Tobacco position peaked at $4.86M in Q2 2024.
620 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.