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

Sugarloaf 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 Q2	–	Sell	-112	Closed	-$3.42K	–	667
2024 Q1	$3.42K	Buy	112 +3	+3%	+$90	﹤0.01%	563
2023 Q4	$3.2K	Buy	109 +2	+2%	+$61	﹤0.01%	574
2023 Q3	$3.36K	Buy	107 +2	+2%	+$66	﹤0.01%	564
2023 Q2	$3.47K	Buy	105 +3	+3%	+$103	﹤0.01%	575
2023 Q1	$3.6K	Buy	102 +1	+1%	+$38	﹤0.01%	575
2022 Q4	$4.03K	Buy	101 +1	+1%	+$39	﹤0.01%	606
2022 Q3	$4K	Buy	100 +2	+2%	+$80	﹤0.01%	642
2022 Q2	$4K	Buy	98 +2	+2%	+$86	﹤0.01%	624
2022 Q1	$4K	Buy	96 +1	+1%	+$43	﹤0.01%	583
2021 Q4	$4K	Buy	95 +2	+2%	+$71	﹤0.01%	610
2021 Q3	$3K	Sell	93 -20	-18%	-$751	﹤0.01%	647
2021 Q2	$4K	Buy	113 +2	+2%	+$78	﹤0.01%	612
2021 Q1	$4K	Buy	111 +2	+2%	+$75	﹤0.01%	601
2020 Q4	$4K	Sell	109 -105	-49%	-$3.76K	﹤0.01%	568
2020 Q3	$8K	Buy	214 +108	+102%	+$3.78K	﹤0.01%	474
2020 Q2	$4K	Buy	106 +1	+1%	+$38	﹤0.01%	538
2020 Q1	$4K	Buy	105 +1	+1%	+$41	﹤0.01%	527
2019 Q4	$4K	Buy	+104	New	+$3.92K	﹤0.01%	563

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Sugarloaf Wealth Management's BTI Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of British American Tobacco (BTI) in Q2 2024, closing a stake of 112 shares — an estimated $3.42K sold.

Sugarloaf Wealth Management first reported a position in BTI in Q4 2019 and held it in 18 quarters. The position peaked at $8K in Q3 2020. 564 funds tracked by Wall St. Rank hold BTI as of Q2 2024.

Sugarloaf Wealth Management reported no remaining British American Tobacco position as of Q2 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 112 British American Tobacco shares in Q2 2024, an estimated $3.42K.
Sugarloaf Wealth Management first reported a position in British American Tobacco in Q4 2019 and held it in 18 quarters.
Sugarloaf Wealth Management's British American Tobacco position peaked at $8K in Q3 2020.
564 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.