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Janiczek Wealth Management’s British American Tobacco BTI Stock Holding History

Janiczek 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 		$37.1K Sell
1,178
-2,624
-69% -$79.7K 0.01% 451
2024
Q1 		$116K Sell
3,802
-1,435
-27% -$43.2K 0.02% 262
2023
Q4 		$154K Sell
5,237
-2,015
-28% -$61.3K 0.04% 205
2023
Q3 		$229K Buy
7,252
+3,904
+117% +$129K 0.06% 129
2023
Q2 		$111K Buy
3,348
+1,454
+77% +$49.7K 0.03% 199
2023
Q1 		$66.8K Buy
1,894
+809
+75% +$30.5K 0.02% 269
2022
Q4 		$42.3K Buy
1,085
+25
+2% +$982 0.01% 346
2022
Q3 		$39K Sell
1,060
-119
-10% -$4.77K 0.01% 340
2022
Q2 		$46K Sell
1,179
-363
-24% -$15.6K 0.01% 324
2022
Q1 		$65K Buy
1,542
+59
+4% +$2.52K 0.02% 266
2021
Q4 		$55K Sell
1,483
-297
-17% -$10.5K 0.02% 293
2021
Q3 		$63K Buy
1,780
+460
+35% +$17.3K 0.02% 245
2021
Q2 		$52K Buy
1,320
+239
+22% +$9.36K 0.02% 241
2021
Q1 		$42K Sell
1,081
-236
-18% -$8.88K 0.02% 258
2020
Q4 		$49K Buy
1,317
+1,160
+739% +$41.5K 0.02% 206
2020
Q3 		$6K Buy
+157
New +$5.5K ﹤0.01% 307
2018
Q3 		– Sell
-320
Closed -$16K – 150
2018
Q2 		$16K Buy
+320
New +$16.9K 0.01% 87

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Janiczek Wealth Management's BTI Position: Q2 2024 in Review

Janiczek Wealth Management reduced its British American Tobacco (BTI) stake by 69% in Q2 2024, selling an estimated $79.7K and leaving 1,178 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #451.

Janiczek Wealth Management first reported a position in BTI in Q2 2018 and has held it in 17 quarters since. The position peaked at $229K in Q3 2023. 564 funds tracked by Wall St. Rank hold BTI as of Q2 2024.

  • Janiczek Wealth Management held 1,178 shares of British American Tobacco worth $37.1K as of Q2 2024.
  • Janiczek Wealth Management sold 2,624 British American Tobacco shares in Q2 2024, an estimated $79.7K.
  • British American Tobacco made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #451 holding.
  • Janiczek Wealth Management first reported a position in British American Tobacco in Q2 2018 and has held it in 17 quarters since.
  • Janiczek Wealth Management's British American Tobacco position peaked at $229K in Q3 2023.
  • 564 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.