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Gradient Investments’s British American Tobacco BTI Stock Holding History

Gradient Investments’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
Q1 		– Sell
-22
Closed -$644 – 1321
2023
Q4 		$644 Hold
22
– – ﹤0.01% 1534
2023
Q3 		$691 Hold
22
– – ﹤0.01% 1478
2023
Q2 		$730 Sell
22
-121
-85% -$4.14K ﹤0.01% 1458
2023
Q1 		$5.02K Buy
143
+121
+550% +$4.56K ﹤0.01% 949
2022
Q4 		$895 Sell
22
-67
-75% -$2.63K ﹤0.01% 1217
2022
Q3 		$3K Buy
89
+67
+305% +$2.69K ﹤0.01% 1042
2022
Q2 		$1K Buy
22
+1
+5% +$43 ﹤0.01% 1110
2022
Q1 		$1K Hold
21
– – ﹤0.01% 1084
2021
Q4 		$1K Buy
+21
New +$746 ﹤0.01% 1123
2021
Q3 		– Sell
-85
Closed -$3K – 1148
2021
Q2 		$3K Buy
85
+41
+93% +$1.61K ﹤0.01% 931
2021
Q1 		$2K Hold
44
– – ﹤0.01% 989
2020
Q4 		$2K Hold
44
– – ﹤0.01% 934
2020
Q3 		$2K Hold
44
– – ﹤0.01% 939
2020
Q2 		$2K Sell
44
-4
-8% -$153 ﹤0.01% 865
2020
Q1 		$2K Sell
48
-39
-45% -$1.59K ﹤0.01% 893
2019
Q4 		$4K Sell
87
-59
-40% -$2.22K ﹤0.01% 839
2019
Q3 		$5K Buy
146
+59
+68% +$2.16K ﹤0.01% 788
2019
Q2 		$3K Sell
87
-12
-12% -$455 ﹤0.01% 819
2019
Q1 		$4K Sell
99
-120
-55% -$4.37K ﹤0.01% 664
2018
Q4 		$7K Sell
219
-44,746
-100% -$1.74M ﹤0.01% 646
2018
Q3 		$2.1M Buy
44,965
+6,370
+17% +$324K 0.11% 121
2018
Q2 		$1.95M Buy
38,595
+7,049
+22% +$371K 0.1% 125
2018
Q1 		$1.82M Buy
31,546
+6,967
+28% +$438K 0.1% 127
2017
Q4 		$1.65M Buy
24,579
+5,303
+28% +$346K 0.1% 115
2017
Q3 		$1.2M Buy
19,276
+19,213
+30,497% +$1.24M 0.08% 118
2017
Q2 		$4K Sell
63
-3,960
-98% -$275K ﹤0.01% 598
2017
Q1 		$267K Buy
4,023
+3,997
+15,373% +$247K 0.02% 192
2016
Q4 		$1K Buy
+26
New +$1.47K ﹤0.01% 658

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gradient Investments's BTI Position: Q1 2024 in Review

Gradient Investments sold out of British American Tobacco (BTI) in Q1 2024, closing a stake of 22 shares — an estimated $644 sold.

Gradient Investments first reported a position in BTI in Q4 2016 and held it in 28 quarters. The position peaked at $2.1M in Q3 2018. 575 funds tracked by Wall St. Rank hold BTI as of Q1 2024.

  • Gradient Investments reported no remaining British American Tobacco position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 22 British American Tobacco shares in Q1 2024, an estimated $644.
  • Gradient Investments first reported a position in British American Tobacco in Q4 2016 and held it in 28 quarters.
  • Gradient Investments's British American Tobacco position peaked at $2.1M in Q3 2018.
  • 575 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.