Prestige Wealth Management Group’s British American Tobacco BTI Stock Holding History

Prestige Wealth Management Group’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	-600	Closed	-$21.9K	–	1048
2024 Q3	$21.9K	Buy	+600	New	+$21.4K	﹤0.01%	334
2023 Q1	–	Sell	-79	Closed	-$3.21K	–	1070
2022 Q4	$3.21K	Buy	+79	New	+$3.1K	﹤0.01%	728
2021 Q3	–	Sell	-40	Closed	-$2K	–	982
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	770
2021 Q1	$2K	Buy	+40	New	+$1.51K	﹤0.01%	763
2019 Q4	–	Sell	-159	Closed	-$6K	–	579
2019 Q3	$6K	Buy	159 +45	+39%	+$1.65K	﹤0.01%	382
2019 Q2	$4K	Hold	114	–	–	﹤0.01%	408
2019 Q1	$5K	Sell	114 -44	-28%	-$1.6K	﹤0.01%	399
2018 Q4	$5K	Buy	+158	New	+$6.14K	﹤0.01%	573

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Prestige Wealth Management Group's BTI Position: Q4 2024 in Review

Prestige Wealth Management Group sold out of British American Tobacco (BTI) in Q4 2024, closing a stake of 600 shares — an estimated $21.9K sold.

Prestige Wealth Management Group first reported a position in BTI in Q4 2018 and held it in 8 quarters. The position peaked at $21.9K in Q3 2024. 620 funds tracked by Wall St. Rank hold BTI as of Q4 2024.

Prestige Wealth Management Group reported no remaining British American Tobacco position as of Q4 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 600 British American Tobacco shares in Q4 2024, an estimated $21.9K.
Prestige Wealth Management Group first reported a position in British American Tobacco in Q4 2018 and held it in 8 quarters.
Prestige Wealth Management Group's British American Tobacco position peaked at $21.9K in Q3 2024.
620 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2024.

Based on Prestige Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.