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Alaethes Wealth’s British American Tobacco BTI Stock Holding History

Alaethes Wealth’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
2026
Q1 		$2.57M Buy
43,322
+4,085
+10% +$242K 0.74% 42
2025
Q4 		$2.25M Sell
39,237
-181
-0.5% -$9.88K 0.63% 49
2025
Q3 		$2.09M Sell
39,418
-3,637
-8% -$197K 0.59% 56
2025
Q2 		$2.07M Buy
43,055
+840
+2% +$37.2K 0.62% 55
2025
Q1 		$1.78M Buy
42,215
+3,656
+9% +$144K 0.65% 53
2024
Q4 		$1.43M Sell
38,559
-4,140
-10% -$150K 0.51% 70
2024
Q3 		$1.59M Sell
42,699
-36
-0.1% -$1.29K 0.59% 67
2024
Q2 		$1.35M Buy
42,735
+1,111
+3% +$33.7K 0.56% 71
2024
Q1 		$1.3M Buy
41,624
+6,715
+19% +$202K 0.57% 71
2023
Q4 		$1.02M Sell
34,909
-7,558
-18% -$230K 0.48% 81
2023
Q3 		$1.33M Sell
42,467
-10
-0% -$330 0.73% 54
2023
Q2 		$1.41M Buy
42,477
+909
+2% +$31.1K 0.77% 49
2023
Q1 		$1.46M Sell
41,568
-276
-0.7% -$10.4K 0.86% 41
2022
Q4 		$1.67M Buy
+41,844
New +$1.64M 1.15% 24
2022
Q1 		– Sell
-26
Closed -$1K – 298
2021
Q4 		$1K Hold
26
– – ﹤0.01% 266
2021
Q3 		$1K Hold
26
– – ﹤0.01% 252
2021
Q2 		$1K Buy
+26
New +$1.02K ﹤0.01% 246

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return