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Pacific Capital Wealth Advisors’s British American Tobacco BTI Stock Holding History

Pacific Capital Wealth 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
-17
Closed -$622 – 416
2024
Q3 		$622 Buy
+17
New +$608 ﹤0.01% 450
2024
Q2 		– Sell
-103
Closed -$3.14K – 564
2024
Q1 		$3.14K Buy
+103
New +$3.1K ﹤0.01% 386

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Pacific Capital Wealth Advisors's BTI Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of British American Tobacco (BTI) in Q4 2024, closing a stake of 17 shares — an estimated $622 sold.

Pacific Capital Wealth Advisors first reported a position in BTI in Q1 2024 and held it in 2 quarters. The position peaked at $3.14K in Q1 2024. 620 funds tracked by Wall St. Rank hold BTI as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining British American Tobacco position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 17 British American Tobacco shares in Q4 2024, an estimated $622.
  • Pacific Capital Wealth Advisors first reported a position in British American Tobacco in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's British American Tobacco position peaked at $3.14K in Q1 2024.
  • 620 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.