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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 $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

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.