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

Copia 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
Q1 		– Sell
-528
Closed -$19.2K – 454
2024
Q4 		$19.2K Buy
+528
New +$19.1K 0.02% 216

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Copia Wealth Management's BTI Position: Q1 2025 in Review

Copia Wealth Management sold out of British American Tobacco (BTI) in Q1 2025, closing a stake of 528 shares — an estimated $19.2K sold.

Copia Wealth Management first reported a position in BTI in Q4 2024 and held it in 1 quarter. The position peaked at $19.2K in Q4 2024. 644 funds tracked by Wall St. Rank hold BTI as of Q1 2025.

  • Copia Wealth Management reported no remaining British American Tobacco position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 528 British American Tobacco shares in Q1 2025, an estimated $19.2K.
  • Copia Wealth Management first reported a position in British American Tobacco in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's British American Tobacco position peaked at $19.2K in Q4 2024.
  • 644 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.