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

Opal 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
Q2 		– Sell
-1,224
Closed -$71.6K – 286
2026
Q1 		$71.6K Buy
+1,224
New +$72.4K 0.02% 337
2024
Q3 		– Sell
-342
Closed -$10.6K – 327
2024
Q2 		$10.6K Buy
+342
New +$10.4K ﹤0.01% 647

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Opal Wealth Advisors's BTI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of British American Tobacco (BTI) in Q2 2026, closing a stake of 1,224 shares — an estimated $71.6K sold.

Opal Wealth Advisors first reported a position in BTI in Q2 2024 and held it in 2 quarters. The position peaked at $71.6K in Q1 2026. 909 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining British American Tobacco position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,224 British American Tobacco shares in Q2 2026, an estimated $71.6K.
  • Opal Wealth Advisors first reported a position in British American Tobacco in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's British American Tobacco position peaked at $71.6K in Q1 2026.
  • 909 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.