Financial Advocates Investment Management’s British American Tobacco BTI Stock Holding History

Financial Advocates Investment 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	–	Sell	-14,153	Closed	-$586K	–	647
2025 Q1	$586K	Sell	14,153 -2,053	-13%	-$80.7K	0.04%	394
2024 Q4	$589K	Sell	16,206 -4,381	-21%	-$158K	0.03%	409
2024 Q3	$753K	Buy	20,587 +926	+5%	+$33.1K	0.04%	368
2024 Q2	$608K	Buy	19,661 +4,907	+33%	+$149K	0.04%	384
2024 Q1	$450K	Buy	+14,754	New	+$444K	0.03%	479
2023 Q3	–	Sell	-6,444	Closed	-$214K	–	700
2023 Q2	$214K	Sell	6,444 -3,280	-34%	-$112K	0.02%	632
2023 Q1	$341K	Buy	9,724 +7	+0.1%	+$264	0.02%	514
2022 Q4	$389K	Buy	+9,717	New	+$382K	0.03%	503
2022 Q3	–	Sell	-7,976	Closed	-$342K	–	756
2022 Q2	$342K	Buy	+7,976	New	+$342K	0.03%	479

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Financial Advocates Investment Management's BTI Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of British American Tobacco (BTI) in Q2 2025, closing a stake of 14,153 shares — an estimated $586K sold.

Financial Advocates Investment Management first reported a position in BTI in Q2 2022 and held it in 9 quarters. The position peaked at $753K in Q3 2024. 718 funds tracked by Wall St. Rank hold BTI as of Q2 2025.

Financial Advocates Investment Management reported no remaining British American Tobacco position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 14,153 British American Tobacco shares in Q2 2025, an estimated $586K.
Financial Advocates Investment Management first reported a position in British American Tobacco in Q2 2022 and held it in 9 quarters.
Financial Advocates Investment Management's British American Tobacco position peaked at $753K in Q3 2024.
718 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.