Retirement Group’s British American Tobacco BTI Stock Holding History

Retirement 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 Q1	$46.8K	Hold	1,535	–	–	0.02%	243
2023 Q4	$45K	Hold	1,535	–	–	0.02%	235
2023 Q3	$48.2K	Buy	1,535 +875	+133%	+$28.8K	0.02%	207
2023 Q2	$21.9K	Hold	660	–	–	0.01%	305
2023 Q1	$23K	Buy	+660	New	+$24.9K	0.01%	283
2022 Q3	–	Sell	-24	Closed	-$1K	–	521
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	665
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	666
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	642
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	558
2021 Q2	$1K	Sell	24 -149	-86%	-$5.83K	﹤0.01%	598
2021 Q1	$7K	Hold	173	–	–	﹤0.01%	507
2020 Q4	$6K	Hold	173	–	–	﹤0.01%	480
2020 Q3	$6K	Hold	173	–	–	﹤0.01%	460
2020 Q2	$7K	Buy	+173	New	+$6.63K	﹤0.01%	412
2019 Q4	$1K	Buy	+24	New	+$905	﹤0.01%	576

Other funds holding BTI

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Retirement Group's BTI Position: Q1 2024 in Review

Retirement Group held its British American Tobacco (BTI) position steady in Q1 2024 at 1,535 shares worth $46.8K. The position accounts for 0.02% of the portfolio, ranked #243.

Retirement Group first reported a position in BTI in Q4 2019 and has held it in 15 quarters since. The position peaked at $48.2K in Q3 2023. 575 funds tracked by Wall St. Rank hold BTI as of Q1 2024.

Retirement Group held 1,535 shares of British American Tobacco worth $46.8K as of Q1 2024.
Retirement Group left its British American Tobacco share count unchanged in Q1 2024.
British American Tobacco made up 0.02% of Retirement Group's portfolio in Q1 2024, its #243 holding.
Retirement Group first reported a position in British American Tobacco in Q4 2019 and has held it in 15 quarters since.
Retirement Group's British American Tobacco position peaked at $48.2K in Q3 2023.
575 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.