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Optimist Retirement Group’s British American Tobacco BTI Stock Holding History

Optimist Retirement Group’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 		$2.4M Sell
41,115
-398
-1% -$23.6K 1.06% 28
2025
Q4 		$2.35M Buy
41,513
+48
+0.1% +$2.62K 1.08% 26
2025
Q3 		$2.2M Sell
41,465
-9,005
-18% -$489K 0.99% 37
2025
Q2 		$2.39M Sell
50,470
-4,398
-8% -$195K 1.15% 23
2025
Q1 		$2.27M Sell
54,868
-5,036
-8% -$198K 1.14% 27
2024
Q4 		$2.18M Sell
59,904
-2,092
-3% -$75.6K 1.03% 25
2024
Q3 		$2.27M Sell
61,996
-1,870
-3% -$66.8K 1.02% 30
2024
Q2 		$1.98M Buy
63,866
+5,263
+9% +$160K 1.04% 28
2024
Q1 		$1.79M Buy
58,603
+47,298
+418% +$1.42M 0.92% 33
2023
Q4 		$331K Buy
+11,305
New +$344K 0.22% 54

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