Cooper Financial Group’s British American Tobacco BTI Stock Holding History

Cooper Financial Group’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 Q2	$258K	Buy	+4,184	New	+$253K	0.02%	379
2020 Q3	–	Sell	-5,817	Closed	-$226K	–	207
2020 Q2	$226K	Sell	5,817 -839	-13%	-$32.1K	0.07%	168
2020 Q1	$228K	Buy	6,656 +229	+4%	+$9.34K	0.1%	132
2019 Q4	$273K	Buy	6,427 +483	+8%	+$18.2K	0.11%	116
2019 Q3	$219K	Buy	+5,944	New	+$217K	0.1%	133

Other funds holding BTI

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return