ICA Group Wealth Management’s British American Tobacco BTI Stock Holding History

ICA Group 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 Q2	–	Sell	-216	Closed	-$6.59K	–	849
2024 Q1	$6.59K	Sell	216 -500	-70%	-$15K	﹤0.01%	980
2023 Q4	$21K	Buy	+716	New	+$21.8K	﹤0.01%	710
2023 Q3	–	Sell	-457	Closed	-$15.2K	–	351
2023 Q2	$15.2K	Sell	457 -5,418	-92%	-$185K	﹤0.01%	760
2023 Q1	$206K	Buy	5,875 +435	+8%	+$16.4K	0.05%	237
2022 Q4	$217K	Sell	5,440 -2,485	-31%	-$97.6K	0.05%	252
2022 Q3	$281K	Buy	7,925 +87	+1%	+$3.49K	0.06%	277
2022 Q2	$323K	Sell	7,838 -18	-0.2%	-$772	0.06%	265
2022 Q1	$347K	Buy	+7,856	New	+$335K	0.07%	245

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

ICA Group Wealth Management's BTI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of British American Tobacco (BTI) in Q2 2024, closing a stake of 216 shares — an estimated $6.59K sold.

ICA Group Wealth Management first reported a position in BTI in Q1 2022 and held it in 8 quarters. The position peaked at $347K in Q1 2022. 564 funds tracked by Wall St. Rank hold BTI as of Q2 2024.

ICA Group Wealth Management reported no remaining British American Tobacco position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 216 British American Tobacco shares in Q2 2024, an estimated $6.59K.
ICA Group Wealth Management first reported a position in British American Tobacco in Q1 2022 and held it in 8 quarters.
ICA Group Wealth Management's British American Tobacco position peaked at $347K in Q1 2022.
564 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.