MW
BTI icon

Marcum Wealth’s British American Tobacco BTI Stock Holding History

Marcum Wealth’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
-6,002
Closed -$220K – 412
2024
Q3 		$220K Buy
+6,002
New +$214K 0.02% 344
2023
Q4 		– Sell
-6,961
Closed -$219K – 388
2023
Q3 		$219K Buy
6,961
+583
+9% +$19.2K 0.03% 303
2023
Q2 		$212K Sell
6,378
-2,618
-29% -$89.5K 0.02% 323
2023
Q1 		$316K Buy
8,996
+1,619
+22% +$61K 0.04% 234
2022
Q4 		$295K Sell
7,377
-1,007
-12% -$39.6K 0.04% 243
2022
Q3 		$298K Sell
8,384
-1,079
-11% -$43.2K 0.05% 238
2022
Q2 		$406K Sell
9,463
-300
-3% -$12.9K 0.06% 187
2022
Q1 		$412K Buy
9,763
+3,083
+46% +$131K 0.06% 191
2021
Q4 		$250K Sell
6,680
-2,904
-30% -$103K 0.03% 287
2021
Q3 		$338K Sell
9,584
-4,823
-33% -$181K 0.05% 216
2021
Q2 		$566K Buy
14,407
+2,318
+19% +$90.8K 0.09% 133
2021
Q1 		$468K Buy
+12,089
New +$455K 0.08% 156

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 $1.88B AUM 29.07% 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

Marcum Wealth's BTI Position: Q4 2024 in Review

Marcum Wealth sold out of British American Tobacco (BTI) in Q4 2024, closing a stake of 6,002 shares — an estimated $220K sold.

Marcum Wealth first reported a position in BTI in Q1 2021 and held it in 12 quarters. The position peaked at $566K in Q2 2021. 620 funds tracked by Wall St. Rank hold BTI as of Q4 2024.

  • Marcum Wealth reported no remaining British American Tobacco position as of Q4 2024 after selling out during the quarter.
  • Marcum Wealth sold 6,002 British American Tobacco shares in Q4 2024, an estimated $220K.
  • Marcum Wealth first reported a position in British American Tobacco in Q1 2021 and held it in 12 quarters.
  • Marcum Wealth's British American Tobacco position peaked at $566K in Q2 2021.
  • 620 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.