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Carolinas Wealth Consulting’s British American Tobacco BTI Stock Holding History

Carolinas Wealth Consulting’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
-56
Closed -$2.3K – 115
2025
Q1 		$2.3K Hold
56
– – ﹤0.01% 772
2024
Q4 		$2.06K Sell
56
-94
-63% -$3.4K ﹤0.01% 828
2024
Q3 		$5.6K Hold
150
– – ﹤0.01% 646
2024
Q2 		$4.64K Buy
150
+16
+12% +$486 ﹤0.01% 658
2024
Q1 		$4.1K Buy
+134
New +$4.03K ﹤0.01% 675
2023
Q4 		– Sell
-133
Closed -$4.08K – 1001
2023
Q3 		$4.08K Buy
133
+20
+18% +$659 ﹤0.01% 638
2023
Q2 		$3.74K Sell
113
-23
-17% -$786 ﹤0.01% 726
2023
Q1 		$4.78K Buy
136
+2
+1% +$75 ﹤0.01% 688
2022
Q4 		$5.45K Buy
134
+32
+31% +$1.26K ﹤0.01% 680
2022
Q3 		$4K Hold
102
– – ﹤0.01% 670
2022
Q2 		$4K Hold
102
– – ﹤0.01% 671
2022
Q1 		$4K Sell
102
-250
-71% -$10.7K ﹤0.01% 715
2021
Q4 		$13K Buy
352
+260
+283% +$9.23K ﹤0.01% 576
2021
Q3 		$3K Buy
92
+9
+11% +$338 ﹤0.01% 729
2021
Q2 		$3K Buy
83
+12
+17% +$470 ﹤0.01% 751
2021
Q1 		$3K Hold
71
– – ﹤0.01% 760
2020
Q4 		$3K Buy
+71
New +$2.54K ﹤0.01% 691

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

Carolinas Wealth Consulting's BTI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of British American Tobacco (BTI) in Q2 2025, closing a stake of 56 shares — an estimated $2.3K sold.

Carolinas Wealth Consulting first reported a position in BTI in Q4 2020 and held it in 17 quarters. The position peaked at $13K in Q4 2021. 717 funds tracked by Wall St. Rank hold BTI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining British American Tobacco position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 56 British American Tobacco shares in Q2 2025, an estimated $2.3K.
  • Carolinas Wealth Consulting first reported a position in British American Tobacco in Q4 2020 and held it in 17 quarters.
  • Carolinas Wealth Consulting's British American Tobacco position peaked at $13K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.