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

Congress 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 		$361K Buy
7,631
+1,652
+28% +$73.2K ﹤0.01% 1012
2025
Q1 		$247K Buy
5,979
+134
+2% +$5.27K ﹤0.01% 982
2024
Q4 		$212K Buy
+5,845
New +$211K ﹤0.01% 848
2023
Q2 		– Sell
-5,885
Closed -$207K – 559
2023
Q1 		$207K Buy
5,885
+35
+0.6% +$1.32K 0.01% 538
2022
Q4 		$234K Sell
5,850
-4,452
-43% -$175K 0.01% 517
2022
Q3 		$366K Buy
10,302
+4,710
+84% +$189K 0.01% 439
2022
Q2 		$240K Sell
5,592
-586
-9% -$25.1K 0.01% 507
2022
Q1 		$260K Buy
6,178
+726
+13% +$30.9K 0.01% 538
2021
Q4 		$204K Buy
+5,452
New +$194K ﹤0.01% 590

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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return