JWCA
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J.W. Cole Advisors’s British American Tobacco BTI Stock Holding History

J.W. Cole Advisors’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
-50,575
Closed -$2.38M – 844
2025
Q4 		$2.38M Buy
50,575
+4,224
+9% +$230K 0.06% 332
2025
Q3 		$2.46M Sell
46,351
-116
-0.2% -$6.3K 0.05% 381
2025
Q2 		$2.2M Buy
46,467
+11,205
+32% +$496K 0.05% 388
2025
Q1 		$1.46M Buy
+35,262
New +$1.39M 0.05% 403
2022
Q2 		– Sell
-5,291
Closed -$223K – 744
2022
Q1 		$223K Sell
5,291
-1,047
-17% -$44.6K 0.01% 716
2021
Q4 		$237K Buy
+6,338
New +$225K 0.02% 735
2020
Q4 		– Sell
-21,841
Closed -$790K – 665
2020
Q3 		$790K Buy
+21,841
New +$765K 0.06% 307

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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return