Covestor’s British American Tobacco BTI Stock Holding History

Covestor’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	–	Sell	-666	Closed	-$38K	–	2285
2025 Q4	$38K	Hold	666	–	–	0.02%	1010
2025 Q3	$35K	Hold	666	–	–	0.02%	1056
2025 Q2	$32K	Buy	+666	New	+$29.5K	0.02%	1067
2024 Q4	–	Sell	-42	Closed	-$2K	–	2256
2024 Q3	$2K	Sell	42 -3	-7%	-$107	﹤0.01%	1792
2024 Q2	$1K	Buy	45 +3	+7%	+$91	﹤0.01%	1942
2024 Q1	$1K	Buy	42 +3	+8%	+$90	﹤0.01%	1915
2023 Q4	$1K	Sell	39 -3	-7%	-$91	﹤0.01%	1931
2023 Q3	$1K	Hold	42	–	–	﹤0.01%	1894
2023 Q2	$1K	Sell	42 -1	-2%	-$34	﹤0.01%	1911
2023 Q1	$2K	Sell	43 -11	-20%	-$415	﹤0.01%	1739
2022 Q4	$2K	Buy	54 +9	+20%	+$354	﹤0.01%	1756
2022 Q3	$2K	Buy	45 +3	+7%	+$120	﹤0.01%	1681
2022 Q2	$2K	Sell	42 -1	-2%	-$43	﹤0.01%	1592
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	1656
2021 Q4	$2K	Buy	+43	New	+$1.53K	﹤0.01%	1521

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return