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

Carolina 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
Q2 		– Sell
-649
Closed -$26.8K – 278
2025
Q1 		$26.8K Hold
649
– – 0.01% 105
2024
Q4 		$23.6K Hold
649
– – 0.01% 118
2024
Q3 		$23.7K Hold
649
– – 0.01% 141
2024
Q2 		$20.1K Sell
649
-8,584
-93% -$261K 0.01% 118
2024
Q1 		$282K Buy
9,233
+506
+6% +$15.2K 0.15% 60
2023
Q4 		$256K Buy
8,727
+3
+0% +$91 0.13% 71
2023
Q3 		$274K Hold
8,724
– – 0.15% 71
2023
Q2 		$290K Buy
+8,724
New +$298K 0.17% 59
2020
Q1 		– Sell
-1,323
Closed -$56K – 170
2019
Q4 		$56K Buy
+1,323
New +$49.9K 0.05% 66

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Carolina Wealth Advisors's BTI Position: Q2 2025 in Review

Carolina Wealth Advisors sold out of British American Tobacco (BTI) in Q2 2025, closing a stake of 649 shares — an estimated $26.8K sold.

Carolina Wealth Advisors first reported a position in BTI in Q4 2019 and held it in 9 quarters. The position peaked at $290K in Q2 2023. 717 funds tracked by Wall St. Rank hold BTI as of Q2 2025.

  • Carolina Wealth Advisors reported no remaining British American Tobacco position as of Q2 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 649 British American Tobacco shares in Q2 2025, an estimated $26.8K.
  • Carolina Wealth Advisors first reported a position in British American Tobacco in Q4 2019 and held it in 9 quarters.
  • Carolina Wealth Advisors's British American Tobacco position peaked at $290K in Q2 2023.
  • 717 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2025.

Based on Carolina Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.