AW
BTI icon

Avion Wealth’s British American Tobacco BTI Stock Holding History

Avion 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 		$35K Buy
606
+8
+1% +$473 0.01% 249
2025
Q4 		$33K Buy
598
+9
+2% +$491 0.01% 264
2025
Q3 		$31K Buy
589
+8
+1% +$434 0.01% 278
2025
Q2 		$27K Buy
581
+21
+4% +$930 0.01% 269
2025
Q1 		$20K Hold
560
– – 0.01% 287
2024
Q4 		$20K Buy
560
+12
+2% +$433 0.01% 287
2024
Q3 		$20K Buy
548
+11
+2% +$393 0.01% 253
2024
Q2 		$16K Buy
537
+13
+2% +$395 ﹤0.01% 253
2024
Q1 		$16K Buy
524
+13
+3% +$391 ﹤0.01% 247
2023
Q4 		$15K Buy
511
+11
+2% +$335 ﹤0.01% 234
2023
Q3 		$15K Hold
500
– – ﹤0.01% 230
2023
Q2 		$16K Sell
500
-17
-3% -$581 ﹤0.01% 249
2023
Q1 		$20K Buy
517
+17
+3% +$641 0.01% 211
2022
Q4 		$17K Hold
500
– – 0.01% 224
2022
Q3 		$18K Hold
500
– – 0.01% 219
2022
Q2 		$21K Buy
+500
New +$21.5K 0.01% 201

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