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Mutual Advisors’s British American Tobacco BTI Stock Holding History

Mutual 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 		$712K Buy
12,171
+188
+2% +$11.1K 0.02% 719
2025
Q4 		$678K Buy
11,983
+240
+2% +$13.1K 0.01% 732
2025
Q3 		$609K Sell
11,743
-4,183
-26% -$227K 0.01% 760
2025
Q2 		$832K Buy
15,926
+4,688
+42% +$208K 0.02% 587
2025
Q1 		$473K Buy
11,238
+3,361
+43% +$132K 0.01% 735
2024
Q4 		$283K Buy
+7,877
New +$285K 0.01% 897
2024
Q3 		– Sell
-6,619
Closed -$235K – 1095
2024
Q2 		$235K Sell
6,619
-89
-1% -$2.7K 0.01% 981
2024
Q1 		$205K Sell
6,708
-2,763
-29% -$83.2K 0.01% 1036
2023
Q4 		$277K Buy
9,471
+1,447
+18% +$44K 0.01% 843
2023
Q3 		$252K Sell
8,024
-794
-9% -$26.2K 0.01% 841
2023
Q2 		$293K Sell
8,818
-19,299
-69% -$660K 0.01% 814
2023
Q1 		$987K Buy
28,117
+234
+0.8% +$8.82K 0.04% 426
2022
Q4 		$1.11M Sell
27,883
-1,804
-6% -$70.9K 0.05% 382
2022
Q3 		$1.05M Buy
29,687
+1,236
+4% +$49.5K 0.05% 350
2022
Q2 		$1.22M Sell
28,451
-38
-0.1% -$1.63K 0.08% 286
2022
Q1 		$1.2M Sell
28,489
-707
-2% -$30.1K 0.07% 325
2021
Q4 		$1.09M Buy
29,196
+8,125
+39% +$289K 0.06% 353
2021
Q3 		$743K Buy
21,071
+5,089
+32% +$191K 0.04% 428
2021
Q2 		$628K Buy
15,982
+3,546
+29% +$139K 0.04% 464
2021
Q1 		$482K Buy
+12,436
New +$468K 0.03% 492

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