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Arete Wealth Advisors’s British American Tobacco BTI Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-5,640
Closed -$299K – 412
2025
Q3 		$299K Sell
5,640
-1,163
-17% -$63.1K 0.02% 605
2025
Q2 		$322K Buy
6,803
+539
+9% +$23.9K 0.02% 535
2025
Q1 		$259K Sell
6,264
-113
-2% -$4.44K 0.02% 586
2024
Q4 		$231K Buy
6,377
+93
+1% +$3.36K 0.02% 649
2024
Q3 		$229K Sell
6,284
-1,251
-17% -$44.7K 0.02% 609
2024
Q2 		$232K Sell
7,535
-4,041
-35% -$123K 0.02% 614
2024
Q1 		$353K Buy
11,576
+4,071
+54% +$123K 0.03% 327
2023
Q4 		$220K Sell
7,505
-1,529
-17% -$46.5K 0.02% 648
2023
Q3 		$284K Buy
+9,034
New +$298K 0.05% 356

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arete Wealth Advisors's BTI Position: Q4 2025 in Review

Arete Wealth Advisors sold out of British American Tobacco (BTI) in Q4 2025, closing a stake of 5,640 shares — an estimated $299K sold.

Arete Wealth Advisors first reported a position in BTI in Q3 2023 and held it in 9 quarters. The position peaked at $353K in Q1 2024. 823 funds tracked by Wall St. Rank hold BTI as of Q4 2025.

  • Arete Wealth Advisors reported no remaining British American Tobacco position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,640 British American Tobacco shares in Q4 2025, an estimated $299K.
  • Arete Wealth Advisors first reported a position in British American Tobacco in Q3 2023 and held it in 9 quarters.
  • Arete Wealth Advisors's British American Tobacco position peaked at $353K in Q1 2024.
  • 823 funds tracked by Wall St. Rank held British American Tobacco as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.