IAG Wealth Partners’s British American Tobacco BTI Stock Holding History

IAG Wealth Partners’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	-301	Closed	-$8.82K	–	449
2023 Q4	$8.82K	Buy	301 +7	+2%	+$213	﹤0.01%	320
2023 Q3	$9.24K	Buy	294 +6	+2%	+$198	﹤0.01%	304
2023 Q2	$9.55K	Buy	288 +6	+2%	+$205	﹤0.01%	316
2023 Q1	$9.91K	Buy	282 +5	+2%	+$189	﹤0.01%	310
2022 Q4	$11.1K	Buy	277 +4	+1%	+$157	﹤0.01%	274
2022 Q3	$10K	Buy	273 +4	+1%	+$160	﹤0.01%	273
2022 Q2	$12K	Buy	269 +5	+2%	+$215	﹤0.01%	253
2022 Q1	$11K	Buy	264 +4	+2%	+$170	﹤0.01%	285
2021 Q4	$10K	Buy	260 +5	+2%	+$178	﹤0.01%	297
2021 Q3	$9K	Buy	255 +5	+2%	+$188	﹤0.01%	277
2021 Q2	$10K	Buy	+250	New	+$9.79K	﹤0.01%	261

Other funds holding BTI

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

IAG Wealth Partners's BTI Position: Q1 2024 in Review

IAG Wealth Partners sold out of British American Tobacco (BTI) in Q1 2024, closing a stake of 301 shares — an estimated $8.82K sold.

IAG Wealth Partners first reported a position in BTI in Q2 2021 and held it in 11 quarters. The position peaked at $12K in Q2 2022. 575 funds tracked by Wall St. Rank hold BTI as of Q1 2024.

IAG Wealth Partners reported no remaining British American Tobacco position as of Q1 2024 after selling out during the quarter.
IAG Wealth Partners sold 301 British American Tobacco shares in Q1 2024, an estimated $8.82K.
IAG Wealth Partners first reported a position in British American Tobacco in Q2 2021 and held it in 11 quarters.
IAG Wealth Partners's British American Tobacco position peaked at $12K in Q2 2022.
575 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.