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Kingswood Wealth Advisors’s British American Tobacco BTI Stock Holding History

Kingswood Wealth 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 		$1.15M Sell
19,595
-2,803
-13% -$166K 0.05% 350
2025
Q4 		$1.27M Buy
22,398
+3,664
+20% +$200K 0.06% 307
2025
Q3 		$994K Buy
18,734
+5,921
+46% +$321K 0.06% 315
2025
Q2 		$606K Buy
12,813
+1,282
+11% +$56.8K 0.05% 363
2025
Q1 		$477K Sell
11,531
-428
-4% -$16.8K 0.04% 408
2024
Q4 		$434K Buy
11,959
+6
+0.1% +$217 0.03% 483
2024
Q3 		$437K Buy
11,953
+1,866
+18% +$66.7K 0.03% 490
2024
Q2 		$312K Buy
+10,087
New +$306K 0.03% 506

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