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

Tradition 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	-3,775	Closed	-$111K	–	487
2023 Q4	$111K	Buy	3,775 +216	+6%	+$6.57K	0.01%	441
2023 Q3	$112K	Sell	3,559 -36	-1%	-$1.19K	0.01%	413
2023 Q2	$119K	Buy	3,595 +424	+13%	+$14.5K	0.01%	416
2023 Q1	$111K	Buy	+3,171	New	+$120K	0.01%	416

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

Tradition Wealth Management's BTI Position: Q1 2024 in Review

Tradition Wealth Management sold out of British American Tobacco (BTI) in Q1 2024, closing a stake of 3,775 shares — an estimated $111K sold.

Tradition Wealth Management first reported a position in BTI in Q1 2023 and held it in 4 quarters. The position peaked at $119K in Q2 2023. 575 funds tracked by Wall St. Rank hold BTI as of Q1 2024.

Tradition Wealth Management reported no remaining British American Tobacco position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,775 British American Tobacco shares in Q1 2024, an estimated $111K.
Tradition Wealth Management first reported a position in British American Tobacco in Q1 2023 and held it in 4 quarters.
Tradition Wealth Management's British American Tobacco position peaked at $119K in Q2 2023.
575 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.