Total Clarity Wealth Management’s British American Tobacco BTI Stock Holding History

Total Clarity 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 Q1	–	Sell	-13,798	Closed	-$404K	–	273
2023 Q4	$404K	Sell	13,798 -1,402	-9%	-$42.7K	0.17%	146
2023 Q3	$477K	Sell	15,200 -64	-0.4%	-$2.11K	0.23%	115
2023 Q2	$507K	Sell	15,264 -656	-4%	-$22.4K	0.25%	97
2023 Q1	$559K	Buy	15,920 +7,162	+82%	+$270K	0.3%	82
2022 Q4	$350K	Buy	+8,758	New	+$344K	0.18%	139
2022 Q3	–	Sell	-25	Closed	-$1K	–	312
2022 Q2	$1K	Buy	+25	New	+$1.07K	﹤0.01%	957

Other funds holding BTI

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Total Clarity Wealth Management's BTI Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of British American Tobacco (BTI) in Q1 2024, closing a stake of 13,798 shares — an estimated $404K sold.

Total Clarity Wealth Management first reported a position in BTI in Q2 2022 and held it in 6 quarters. The position peaked at $559K in Q1 2023. 575 funds tracked by Wall St. Rank hold BTI as of Q1 2024.

Total Clarity Wealth Management reported no remaining British American Tobacco position as of Q1 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 13,798 British American Tobacco shares in Q1 2024, an estimated $404K.
Total Clarity Wealth Management first reported a position in British American Tobacco in Q2 2022 and held it in 6 quarters.
Total Clarity Wealth Management's British American Tobacco position peaked at $559K in Q1 2023.
575 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.