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Wetzel Investment Advisors’s British American Tobacco BTI Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-365
Closed -$11.1K – 224
2024
Q2 		$11.1K Hold
365
– – 0.01% 444
2024
Q1 		$10.5K Hold
365
– – 0.01% 520
2023
Q4 		$11K Buy
+365
New +$11.1K 0.01% 495

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

Wetzel Investment Advisors's BTI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of British American Tobacco (BTI) in Q3 2024, closing a stake of 365 shares — an estimated $11.1K sold.

Wetzel Investment Advisors first reported a position in BTI in Q4 2023 and held it in 3 quarters. The position peaked at $11.1K in Q2 2024. 610 funds tracked by Wall St. Rank hold BTI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining British American Tobacco position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 365 British American Tobacco shares in Q3 2024, an estimated $11.1K.
  • Wetzel Investment Advisors first reported a position in British American Tobacco in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's British American Tobacco position peaked at $11.1K in Q2 2024.
  • 610 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.