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Lake Street Advisors Group’s British American Tobacco BTI Stock Holding History

Lake Street Advisors Group’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 		$216K Buy
+5,822
New +$210K 0.01% 540
2021
Q3 		– Sell
-8,414
Closed -$313K – 258
2021
Q2 		$313K Sell
8,414
-115
-1% -$4.5K 0.02% 236
2021
Q1 		$330K Buy
8,529
+361
+4% +$13.6K 0.03% 214
2020
Q4 		$306K Sell
8,168
-618
-7% -$22.1K 0.03% 220
2020
Q3 		$318K Sell
8,786
-1,596
-15% -$55.9K 0.03% 198
2020
Q2 		$403K Sell
10,382
-801
-7% -$30.7K 0.04% 158
2020
Q1 		$382K Buy
11,183
+4,371
+64% +$178K 0.05% 138
2019
Q4 		$289K Buy
6,812
+326
+5% +$12.3K 0.03% 190
2019
Q3 		$239K Buy
6,486
+415
+7% +$15.2K 0.03% 189
2019
Q2 		$212K Buy
6,071
+848
+16% +$32.1K 0.02% 206
2019
Q1 		$218K Buy
+5,223
New +$190K 0.02% 201
2018
Q4 		– Sell
-5,378
Closed -$251K – 202
2018
Q3 		$251K Sell
5,378
-261
-5% -$13.3K 0.03% 164
2018
Q2 		$284K Buy
5,639
+537
+11% +$28.3K 0.03% 233
2018
Q1 		$294K Sell
5,102
-1,975
-28% -$124K 0.03% 205
2017
Q4 		$474K Buy
+7,077
New +$461K 0.05% 151

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 $5.72T AUM 30.48% 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 $1.6B AUM 20.7% 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

Lake Street Advisors Group's BTI Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in British American Tobacco (BTI) in Q4 2024: 5,822 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Lake Street Advisors Group previously reported a position in BTI as recently as Q2 2021.

Lake Street Advisors Group first reported a position in BTI in Q4 2017 and has held it in 15 quarters since. The position peaked at $474K in Q4 2017. 620 funds tracked by Wall St. Rank hold BTI as of Q4 2024.

  • Lake Street Advisors Group held 5,822 shares of British American Tobacco worth $216K as of Q4 2024.
  • British American Tobacco was a new Lake Street Advisors Group position in Q4 2024.
  • British American Tobacco made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #540 holding.
  • Lake Street Advisors Group first reported a position in British American Tobacco in Q4 2017 and has held it in 15 quarters since.
  • Lake Street Advisors Group's British American Tobacco position peaked at $474K in Q4 2017.
  • 620 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.