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Legacy Advisors’s British American Tobacco BTI Stock Holding History

Legacy Advisors’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 		– Sell
-16,763
Closed -$613K – 416
2024
Q3 		$613K Buy
+16,763
New +$599K 0.07% 219
2018
Q3 		– Sell
-205
Closed -$10K – 463
2018
Q2 		$10K Sell
205
-34
-14% -$1.79K 0.01% 305
2018
Q1 		$14K Buy
239
+34
+17% +$2.14K 0.01% 232
2017
Q4 		$13K Hold
205
– – 0.01% 228
2017
Q3 		$12K Buy
+205
New +$13.2K 0.01% 198

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

Legacy Advisors's BTI Position: Q4 2024 in Review

Legacy Advisors sold out of British American Tobacco (BTI) in Q4 2024, closing a stake of 16,763 shares — an estimated $613K sold.

Legacy Advisors first reported a position in BTI in Q3 2017 and held it in 5 quarters. The position peaked at $613K in Q3 2024. 620 funds tracked by Wall St. Rank hold BTI as of Q4 2024.

  • Legacy Advisors reported no remaining British American Tobacco position as of Q4 2024 after selling out during the quarter.
  • Legacy Advisors sold 16,763 British American Tobacco shares in Q4 2024, an estimated $613K.
  • Legacy Advisors first reported a position in British American Tobacco in Q3 2017 and held it in 5 quarters.
  • Legacy Advisors's British American Tobacco position peaked at $613K in Q3 2024.
  • 620 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2024.

Based on Legacy Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.