AWA
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Arkadios Wealth Advisors’s British American Tobacco BTI Stock Holding History

Arkadios 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
2026
Q1 		$2.77M Sell
47,449
-534
-1% -$31.6K 0.05% 410
2025
Q4 		$2.72M Sell
47,983
-621
-1% -$33.9K 0.05% 356
2025
Q3 		$2.58M Buy
48,604
+4,099
+9% +$223K 0.06% 331
2025
Q2 		$2.11M Buy
44,505
+6,038
+16% +$267K 0.06% 335
2025
Q1 		$1.59M Buy
+38,467
New +$1.51M 0.06% 341
2021
Q4 		– Sell
-102
Closed -$3K – 740
2021
Q3 		$3K Hold
102
– – ﹤0.01% 1695
2021
Q2 		$4K Buy
+102
New +$3.99K ﹤0.01% 1758
2021
Q1 		– Sell
-23
Closed – – 1647
2020
Q4 		$0 Buy
+23
New +$823 ﹤0.01% 1368
2020
Q2 		– Sell
-10
Closed -$342 – 970
2020
Q1 		$342 Buy
+10
New +$408 ﹤0.01% 1038

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