Sculati Wealth Management’s British American Tobacco BTI Stock Holding History

Sculati Wealth Management’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	-8,190	Closed	-$300K	–	109
2024 Q3	$300K	Sell	8,190 -4,620	-36%	-$165K	0.12%	94
2024 Q2	$396K	Sell	12,810 -6,680	-34%	-$203K	0.17%	81
2024 Q1	$594K	Sell	19,490 -7,319	-27%	-$220K	0.26%	73
2023 Q4	$785K	Buy	26,809 +834	+3%	+$25.4K	0.37%	65
2023 Q3	$816K	Buy	25,975 +7,215	+38%	+$238K	0.42%	65
2023 Q2	$623K	Buy	18,760 +7,265	+63%	+$248K	0.31%	70
2023 Q1	$404K	Buy	+11,495	New	+$433K	0.21%	79

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sculati Wealth Management's BTI Position: Q4 2024 in Review

Sculati Wealth Management sold out of British American Tobacco (BTI) in Q4 2024, closing a stake of 8,190 shares — an estimated $300K sold.

Sculati Wealth Management first reported a position in BTI in Q1 2023 and held it in 7 quarters. The position peaked at $816K in Q3 2023. 620 funds tracked by Wall St. Rank hold BTI as of Q4 2024.

Sculati Wealth Management reported no remaining British American Tobacco position as of Q4 2024 after selling out during the quarter.
Sculati Wealth Management sold 8,190 British American Tobacco shares in Q4 2024, an estimated $300K.
Sculati Wealth Management first reported a position in British American Tobacco in Q1 2023 and held it in 7 quarters.
Sculati Wealth Management's British American Tobacco position peaked at $816K in Q3 2023.
620 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2024.

Based on Sculati Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.