TCI Wealth Advisors’s British American Tobacco BTI Stock Holding History

TCI Wealth 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	-156	Closed	-$5.48K	–	500
2023 Q1	$5.48K	Buy	156 +106	+212%	+$4K	﹤0.01%	1462
2022 Q4	$2K	Hold	50	–	–	﹤0.01%	1975
2022 Q3	$2K	Buy	+50	New	+$2K	﹤0.01%	1901
2019 Q1	–	Sell	-356	Closed	-$11K	–	1417
2018 Q4	$11K	Sell	356 -362	-50%	-$14.1K	0.01%	596
2018 Q3	$33K	Hold	718	–	–	0.01%	402
2018 Q2	$36K	Hold	718	–	–	0.02%	378
2018 Q1	$41K	Hold	718	–	–	0.02%	357
2017 Q4	$48K	Sell	718 -30	-4%	-$1.96K	0.02%	351
2017 Q3	$47K	Buy	748 +386	+107%	+$24.9K	0.02%	322
2017 Q2	$25K	Hold	362	–	–	0.01%	422
2017 Q1	$24K	Hold	362	–	–	0.01%	414
2016 Q4	$20K	Hold	362	–	–	0.01%	484
2016 Q3	$23K	Buy	362 +10	+3%	+$634	0.01%	421
2016 Q2	$23K	Hold	352	–	–	0.01%	413
2016 Q1	$21K	Hold	352	–	–	0.01%	434
2015 Q4	$19K	Sell	352 -450	-56%	-$25.8K	0.01%	446
2015 Q3	$44K	Buy	802 +752	+1,504%	+$41.7K	0.03%	301
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	718
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	650
2014 Q4	$3K	Sell	50 -274	-85%	-$15.4K	﹤0.01%	642
2014 Q3	$18K	Hold	324	–	–	0.01%	343
2014 Q2	$19K	Hold	324	–	–	0.01%	346
2014 Q1	$18K	Buy	324 +50	+18%	+$2.6K	0.01%	339
2013 Q4	$15K	Hold	274	–	–	0.01%	364
2013 Q3	$0	Sell	274 -18	-6%	-$952	﹤0.01%	792
2013 Q2	$15K	Buy	+292	New	+$16.1K	0.01%	325

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

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

OAG

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCI Wealth Advisors's BTI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of British American Tobacco (BTI) in Q2 2023, closing a stake of 156 shares — an estimated $5.48K sold.

TCI Wealth Advisors first reported a position in BTI in Q2 2013 and held it in 26 quarters. The position peaked at $48K in Q4 2017. 570 funds tracked by Wall St. Rank hold BTI as of Q2 2023.

TCI Wealth Advisors reported no remaining British American Tobacco position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 156 British American Tobacco shares in Q2 2023, an estimated $5.48K.
TCI Wealth Advisors first reported a position in British American Tobacco in Q2 2013 and held it in 26 quarters.
TCI Wealth Advisors's British American Tobacco position peaked at $48K in Q4 2017.
570 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.