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BHPW
Beverly Hills Private Wealth’s
British American Tobacco
BTI
Stock Holding History
Beverly Hills Private 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
$623K
Buy
10,650
+262
+3%
+$15.5K
0.1%
165
2025
Q4
$588K
Buy
10,388
+273
+3%
+$14.9K
0.1%
158
2025
Q3
$537K
Buy
10,115
+2,732
+37%
+$148K
0.09%
176
2025
Q2
$349K
Buy
7,383
+817
+12%
+$36.2K
0.07%
231
2025
Q1
$272K
Sell
6,566
-450
-6%
-$17.7K
0.05%
286
2024
Q4
$255K
Sell
7,016
-7,171
-51%
-$259K
0.05%
291
2024
Q3
$519K
Sell
14,187
-3,026
-18%
-$108K
0.1%
183
2024
Q2
$532K
Sell
17,213
-1,113
-6%
-$33.8K
0.12%
177
2024
Q1
$559K
Buy
18,326
+7,949
+77%
+$239K
0.13%
171
2023
Q4
$304K
Sell
10,377
-18,686
-64%
-$569K
0.08%
252
2023
Q3
$913K
Sell
29,063
-33,791
-54%
-$1.11M
0.27%
89
2023
Q2
$2.05M
Buy
62,854
+28,541
+83%
+$976K
0.34%
74
2023
Q1
$1.21M
Buy
34,313
+10,041
+41%
+$379K
0.37%
75
2022
Q4
$970K
Buy
+24,272
New
+$954K
0.42%
69
Other funds holding BTI
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
GQG Partners
Ft. Lauderdale, Florida
$63.1B AUM
23.07%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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