Atria Wealth Solutions’s British American Tobacco BTI Stock Holding History

Atria Wealth Solutions’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 Q2	$315K	Sell	6,612 -19,114	-74%	-$846K	0.01%	1134
2025 Q1	$1.07M	Buy	25,726 +5,745	+29%	+$226K	0.01%	859
2024 Q4	$734K	Sell	19,981 -1,067	-5%	-$38.5K	0.01%	1051
2024 Q3	$779K	Sell	21,048 -768	-4%	-$27.4K	0.01%	1028
2024 Q2	$684K	Sell	21,816 -5,291	-20%	-$161K	0.01%	1066
2024 Q1	$839K	Buy	27,107 +918	+4%	+$27.6K	0.01%	991
2023 Q4	$778K	Buy	26,189 +2,283	+10%	+$69.5K	0.01%	983
2023 Q3	$759K	Buy	23,906 +382	+2%	+$12.6K	0.01%	937
2023 Q2	$781K	Buy	23,524 +2,454	+12%	+$83.9K	0.01%	958
2023 Q1	$746K	Buy	21,070 +750	+4%	+$28.3K	0.01%	936
2022 Q4	$818K	Buy	20,320 +8,503	+72%	+$334K	0.01%	850
2022 Q3	$420K	Buy	+11,817	New	+$474K	0.01%	1127
2022 Q2	–	Sell	-9,246	Closed	-$390K	–	1660
2022 Q1	$390K	Buy	+9,246	New	+$394K	0.01%	1190

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Atria Wealth Solutions's BTI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its British American Tobacco (BTI) stake by 74% in Q2 2025, selling an estimated $846K and leaving 6,612 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #1134.

Atria Wealth Solutions first reported a position in BTI in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.07M in Q1 2025. 718 funds tracked by Wall St. Rank hold BTI as of Q2 2025.

Atria Wealth Solutions held 6,612 shares of British American Tobacco worth $315K as of Q2 2025.
Atria Wealth Solutions sold 19,114 British American Tobacco shares in Q2 2025, an estimated $846K.
British American Tobacco made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1134 holding.
Atria Wealth Solutions first reported a position in British American Tobacco in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's British American Tobacco position peaked at $1.07M in Q1 2025.
718 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.