Realta Investment Advisors’s British American Tobacco BTI Stock Holding History

Realta Investment 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
2023 Q2	–	Sell	-8,009	Closed	-$281K	–	830
2023 Q1	$281K	Sell	8,009 -1,826	-19%	-$68.8K	0.07%	299
2022 Q4	$393K	Sell	9,835 -44	-0.4%	-$1.73K	0.1%	245
2022 Q3	$351K	Buy	9,879 +285	+3%	+$11.4K	0.09%	248
2022 Q2	$415K	Buy	9,594 +1,558	+19%	+$66.8K	0.1%	216
2022 Q1	$339K	Buy	8,036 +1,015	+14%	+$43.3K	0.07%	281
2021 Q4	$263K	Buy	7,021 +28	+0.4%	+$994	0.06%	341
2021 Q3	$247K	Buy	+6,993	New	+$263K	0.06%	340
2020 Q1	–	Sell	-3,371	Closed	-$135K	–	439
2019 Q4	$135K	Sell	3,371 -1,200	-26%	-$45.2K	0.04%	431
2019 Q3	$168K	Sell	4,571 -210	-4%	-$7.68K	0.05%	363
2019 Q2	$162K	Buy	4,781 +177	+4%	+$6.71K	0.04%	378
2019 Q1	$192K	Buy	+4,604	New	+$168K	0.09%	270

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

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

Realta Investment Advisors's BTI Position: Q2 2023 in Review

Realta Investment Advisors sold out of British American Tobacco (BTI) in Q2 2023, closing a stake of 8,009 shares — an estimated $281K sold.

Realta Investment Advisors first reported a position in BTI in Q1 2019 and held it in 11 quarters. The position peaked at $415K in Q2 2022. 572 funds tracked by Wall St. Rank hold BTI as of Q2 2023.

Realta Investment Advisors reported no remaining British American Tobacco position as of Q2 2023 after selling out during the quarter.
Realta Investment Advisors sold 8,009 British American Tobacco shares in Q2 2023, an estimated $281K.
Realta Investment Advisors first reported a position in British American Tobacco in Q1 2019 and held it in 11 quarters.
Realta Investment Advisors's British American Tobacco position peaked at $415K in Q2 2022.
572 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2023.

Based on Realta Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.