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Graham Capital Wealth Management’s British American Tobacco BTI Stock Holding History

Graham Capital Wealth 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
Q3 		– Sell
-7,758
Closed -$240K – 60
2024
Q2 		$240K Buy
+7,758
New +$236K 0.32% 38
2023
Q2 		– Sell
-1,681
Closed -$590K – 55
2023
Q1 		$590K Buy
+1,681
New +$63.4K 0.09% 98

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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

Graham Capital Wealth Management's BTI Position: Q3 2024 in Review

Graham Capital Wealth Management sold out of British American Tobacco (BTI) in Q3 2024, closing a stake of 7,758 shares — an estimated $240K sold.

Graham Capital Wealth Management first reported a position in BTI in Q1 2023 and held it in 2 quarters. The position peaked at $590K in Q1 2023. 610 funds tracked by Wall St. Rank hold BTI as of Q3 2024.

  • Graham Capital Wealth Management reported no remaining British American Tobacco position as of Q3 2024 after selling out during the quarter.
  • Graham Capital Wealth Management sold 7,758 British American Tobacco shares in Q3 2024, an estimated $240K.
  • Graham Capital Wealth Management first reported a position in British American Tobacco in Q1 2023 and held it in 2 quarters.
  • Graham Capital Wealth Management's British American Tobacco position peaked at $590K in Q1 2023.
  • 610 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2024.

Based on Graham Capital Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.