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Naviter Wealth’s British American Tobacco BTI Stock Holding History

Naviter Wealth’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 		$2.45M Buy
41,330
+1,668
+4% +$98.7K 0.31% 79
2025
Q4 		$2.28M Sell
39,662
-6,871
-15% -$375K 0.3% 82
2025
Q3 		$2.47M Sell
46,533
-2,223
-5% -$121K 0.29% 86
2025
Q2 		$2.34M Buy
48,756
+1,264
+3% +$56K 0.29% 91
2025
Q1 		$1.96M Buy
47,492
+339
+0.7% +$13.3K 0.24% 117
2024
Q4 		$1.75M Sell
47,153
-9,386
-17% -$339K 0.21% 130
2024
Q3 		$2.11M Buy
56,539
+33
+0.1% +$1.18K 0.29% 97
2024
Q2 		$1.79M Buy
56,506
+4,000
+8% +$121K 0.27% 108
2024
Q1 		$1.64M Buy
52,506
+19,579
+59% +$589K 0.27% 107
2023
Q4 		$988K Sell
32,927
-5,142
-14% -$156K 0.2% 134
2023
Q3 		$1.22M Buy
38,069
+12,461
+49% +$411K 0.3% 84
2023
Q2 		$850K Sell
25,608
-4,450
-15% -$152K 0.22% 122
2023
Q1 		$1.08M Buy
30,058
+12,859
+75% +$485K 0.38% 74
2022
Q4 		$667K Sell
17,199
-5,338
-24% -$210K 0.18% 127
2022
Q3 		$816K Buy
22,537
+2,775
+14% +$111K 0.33% 70
2022
Q2 		$848K Buy
+19,762
New +$848K 0.35% 67

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