Insight Folios’s British American Tobacco BTI Stock Holding History

Insight Folios’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	$6.61M	Buy	180,776 +11,988	+7%	+$428K	2.36%	24
2024 Q2	$5.22M	Buy	168,788 +6,745	+4%	+$205K	2.14%	29
2024 Q1	$4.94M	Buy	162,043 +15,219	+10%	+$458K	2%	30
2023 Q4	$4.3M	Buy	146,824 +12,790	+10%	+$389K	1.86%	29
2023 Q3	$4.21M	Sell	134,034 -12,549	-9%	-$414K	2.06%	28
2023 Q2	$4.87M	Buy	146,583 +14,281	+11%	+$488K	2.04%	29
2023 Q1	$4.65M	Buy	132,302 +22,658	+21%	+$854K	2.06%	29
2022 Q4	$4.38M	Buy	109,644 +103,456	+1,672%	+$4.07M	1.98%	29
2022 Q3	$220K	Buy	+6,188	New	+$248K	0.11%	101

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Insight Folios's BTI Position: Q3 2024 in Review

Insight Folios increased its British American Tobacco (BTI) stake by 7.1% in Q3 2024, buying an estimated $428K and bringing the position to 180,776 shares worth $6.61M. The position accounts for 2.36% of the portfolio, ranked #24.

Insight Folios first reported a position in BTI in Q3 2022 and has held it in 9 quarters since. 610 funds tracked by Wall St. Rank hold BTI as of Q3 2024.

Insight Folios held 180,776 shares of British American Tobacco worth $6.61M as of Q3 2024.
Insight Folios bought 11,988 British American Tobacco shares in Q3 2024, an estimated $428K.
British American Tobacco made up 2.36% of Insight Folios's portfolio in Q3 2024, its #24 holding.
Insight Folios first reported a position in British American Tobacco in Q3 2022 and has held it in 9 quarters since.
610 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.