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OIS
Okabena Investment Services’s
British American Tobacco
BTI
Stock Holding History
Okabena Investment Services’s Portfolio
BTI Stock Details
BTI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-3
Closed
-$1.93K
–
163
2023
Q1
$1.93K
Sell
3
-123
-98%
-$4.64K
﹤0.01%
169
2022
Q4
$5.04K
Buy
+126
New
+$4.95K
﹤0.01%
161
2022
Q2
–
Sell
-96,935
Closed
-$4.09M
–
173
2022
Q1
$4.09M
Buy
96,935
+9,213
+11%
+$393K
1.73%
13
2021
Q4
$3.28M
Sell
87,722
-5,932
-6%
-$211K
1.25%
15
2021
Q3
$3.3M
Sell
93,654
-1,605
-2%
-$60.3K
1.74%
11
2021
Q2
$3.75M
Buy
95,259
+1,810
+2%
+$70.9K
1.76%
13
2021
Q1
$3.62M
Buy
93,449
+13,702
+17%
+$516K
1.95%
13
2020
Q4
$2.99M
Sell
79,747
-8,312
-9%
-$298K
1.74%
14
2020
Q3
$3.18M
Buy
+88,059
New
+$3.08M
2.44%
10
2020
Q2
–
Sell
-60,115
Closed
-$2.06M
–
75
2020
Q1
$2.06M
Sell
60,115
-6,627
-10%
-$270K
2.34%
14
2019
Q4
$2.83M
Buy
+66,742
New
+$2.52M
2.63%
11
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$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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
OAG
Orbis Allan Gray
Hamilton, Bermuda
$23.7B AUM
65.43%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Newport Trust Company
Washington, District of Columbia
$40.7B AUM
24.62%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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