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Householder Group Estate & Retirement Specialist’s British American Tobacco BTI Stock Holding History

Householder Group Estate & Retirement Specialist’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
-205
Closed -$7K – 623
2024
Q3 		$7K Hold
205
– – ﹤0.01% 871
2024
Q2 		$6K Hold
205
– – ﹤0.01% 901
2024
Q1 		$6.25K Hold
205
– – ﹤0.01% 901
2023
Q4 		$6K Hold
205
– – ﹤0.01% 855
2023
Q3 		$6.44K Buy
+205
New +$6.76K ﹤0.01% 880
2023
Q1 		$7K Buy
+205
New +$7.73K ﹤0.01% 877
2022
Q4 		– Sell
-64
Closed -$2K – 426
2022
Q3 		$2K Buy
+64
New +$2.56K ﹤0.01% 950

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BTI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of British American Tobacco (BTI) in Q4 2024, closing a stake of 205 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in BTI in Q3 2022 and held it in 7 quarters. The position peaked at $7K in Q3 2024. 620 funds tracked by Wall St. Rank hold BTI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining British American Tobacco position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 205 British American Tobacco shares in Q4 2024, an estimated $7K.
  • Householder Group Estate & Retirement Specialist first reported a position in British American Tobacco in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's British American Tobacco position peaked at $7K in Q3 2024.
  • 620 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.