CWM
BTI icon

Compass Wealth Management’s British American Tobacco BTI Stock Holding History

Compass Wealth Management’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
-1,350
Closed -$55.9K – 189
2025
Q1 		$55.9K Hold
1,350
– – 0.01% 233
2024
Q4 		$49K Hold
1,350
– – 0.01% 244
2024
Q3 		$49.4K Hold
1,350
– – 0.01% 252
2024
Q2 		$41.8K Hold
1,350
– – 0.01% 267
2024
Q1 		$41.2K Hold
1,350
– – 0.01% 267
2023
Q4 		$39.5K Hold
1,350
– – 0.01% 263
2023
Q3 		$42.4K Hold
1,350
– – 0.01% 247
2023
Q2 		$44.8K Hold
1,350
– – 0.01% 249
2023
Q1 		$47.4K Hold
1,350
– – 0.02% 243
2022
Q4 		$54K Buy
+1,350
New +$53K 0.02% 222

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

Compass Wealth Management's BTI Position: Q2 2025 in Review

Compass Wealth Management sold out of British American Tobacco (BTI) in Q2 2025, closing a stake of 1,350 shares — an estimated $55.9K sold.

Compass Wealth Management first reported a position in BTI in Q4 2022 and held it in 10 quarters. The position peaked at $55.9K in Q1 2025. 717 funds tracked by Wall St. Rank hold BTI as of Q2 2025.

  • Compass Wealth Management reported no remaining British American Tobacco position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 1,350 British American Tobacco shares in Q2 2025, an estimated $55.9K.
  • Compass Wealth Management first reported a position in British American Tobacco in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's British American Tobacco position peaked at $55.9K in Q1 2025.
  • 717 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.