Prevail Innovative Wealth Advisors’s British American Tobacco BTI Stock Holding History

Prevail Innovative 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 Q3	–	Sell	-35,050	Closed	-$1.08M	–	167
2024 Q2	$1.08M	Buy	35,050 +2,881	+9%	+$87.5K	0.38%	89
2024 Q1	$981K	Buy	32,169 +7,593	+31%	+$229K	0.36%	96
2023 Q4	$720K	Buy	24,576 +9,581	+64%	+$292K	0.34%	84
2023 Q3	$471K	Buy	+14,995	New	+$494K	0.24%	89

Other funds holding BTI

Capital International Investors Los Angeles, California $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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BTI Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of British American Tobacco (BTI) in Q3 2024, closing a stake of 35,050 shares — an estimated $1.08M sold.

Prevail Innovative Wealth Advisors first reported a position in BTI in Q3 2023 and held it in 4 quarters. The position peaked at $1.08M in Q2 2024. 610 funds tracked by Wall St. Rank hold BTI as of Q3 2024.

Prevail Innovative Wealth Advisors reported no remaining British American Tobacco position as of Q3 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 35,050 British American Tobacco shares in Q3 2024, an estimated $1.08M.
Prevail Innovative Wealth Advisors first reported a position in British American Tobacco in Q3 2023 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's British American Tobacco position peaked at $1.08M in Q2 2024.
610 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.