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SYSTM Wealth Solutions’s British American Tobacco BTI Stock Holding History

SYSTM Wealth Solutions’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
-4,360
Closed -$135K – 171
2024
Q2 		$135K Sell
4,360
-1,903
-30% -$57.8K 0.03% 222
2024
Q1 		$192K Sell
6,263
-2,843
-31% -$85.6K 0.02% 402
2023
Q4 		$269K Buy
9,106
+413
+5% +$12.6K 0.04% 341
2023
Q3 		$273K Buy
8,693
+2,531
+41% +$83.4K 0.04% 382
2023
Q2 		$205K Buy
+6,162
New +$211K 0.03% 456

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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

SYSTM Wealth Solutions's BTI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of British American Tobacco (BTI) in Q3 2024, closing a stake of 4,360 shares — an estimated $135K sold.

SYSTM Wealth Solutions first reported a position in BTI in Q2 2023 and held it in 5 quarters. The position peaked at $273K in Q3 2023. 610 funds tracked by Wall St. Rank hold BTI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining British American Tobacco position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,360 British American Tobacco shares in Q3 2024, an estimated $135K.
  • SYSTM Wealth Solutions first reported a position in British American Tobacco in Q2 2023 and held it in 5 quarters.
  • SYSTM Wealth Solutions's British American Tobacco position peaked at $273K in Q3 2023.
  • 610 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.