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Concurrent Investment Advisors’s British American Tobacco BTI Stock Holding History

Concurrent Investment 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
2026
Q1 		$1.03M Buy
17,555
+2,947
+20% +$174K 0.01% 865
2025
Q4 		$827K Buy
14,608
+5,634
+63% +$307K 0.01% 920
2025
Q3 		$476K Buy
8,974
+259
+3% +$14.1K 0.01% 937
2025
Q2 		$413K Buy
8,715
+1,403
+19% +$62.1K 0.01% 922
2025
Q1 		$302K Sell
7,312
-40,392
-85% -$1.59M 0.01% 923
2024
Q4 		$1.73M Buy
47,704
+20,084
+73% +$725K 0.05% 358
2024
Q3 		$1.01M Sell
27,620
-22,048
-44% -$788K 0.03% 461
2024
Q2 		$1.54M Buy
+49,668
New +$1.51M 0.05% 340

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