WR Wealth Planners’s British American Tobacco BTI Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-115	Closed	-$4.21K	–	1118
2024 Q3	$4.21K	Hold	115	–	–	﹤0.01%	770
2024 Q2	$3.56K	Sell	115 -42	-27%	-$1.28K	﹤0.01%	775
2024 Q1	$4.79K	Buy	+157	New	+$4.72K	﹤0.01%	729
2023 Q4	–	Sell	-115	Closed	-$3.61K	–	262
2023 Q3	$3.61K	Hold	115	–	–	﹤0.01%	716
2023 Q2	$3.82K	Hold	115	–	–	﹤0.01%	714
2023 Q1	$4.04K	Hold	115	–	–	﹤0.01%	709
2022 Q4	$4.6K	Hold	115	–	–	﹤0.01%	336
2022 Q3	$4.08K	Hold	115	–	–	﹤0.01%	329
2022 Q2	$4.93K	Hold	115	–	–	﹤0.01%	343
2022 Q1	$4.85K	Buy	+115	New	+$4.9K	﹤0.01%	359

Other funds holding BTI

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

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

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

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

OAG

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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

WR Wealth Planners's BTI Position: Q4 2024 in Review

WR Wealth Planners sold out of British American Tobacco (BTI) in Q4 2024, closing a stake of 115 shares — an estimated $4.21K sold.

WR Wealth Planners first reported a position in BTI in Q1 2022 and held it in 10 quarters. The position peaked at $4.93K in Q2 2022. 620 funds tracked by Wall St. Rank hold BTI as of Q4 2024.

WR Wealth Planners reported no remaining British American Tobacco position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 115 British American Tobacco shares in Q4 2024, an estimated $4.21K.
WR Wealth Planners first reported a position in British American Tobacco in Q1 2022 and held it in 10 quarters.
WR Wealth Planners's British American Tobacco position peaked at $4.93K in Q2 2022.
620 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.