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Optimum Investment Advisors’s British American Tobacco BTI Stock Holding History

Optimum Investment 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
2025
Q3 		$63.8K Hold
1,202
– – 0.03% 318
2025
Q2 		$56.9K Hold
1,202
– – 0.02% 326
2025
Q1 		$49.7K Hold
1,202
– – 0.02% 335
2024
Q4 		$43.7K Hold
1,202
– – 0.02% 358
2024
Q3 		$44K Hold
1,202
– – 0.02% 367
2024
Q2 		$37.2K Hold
1,202
– – 0.02% 382
2024
Q1 		$36.7K Buy
1,202
+150
+14% +$4.51K 0.02% 395
2023
Q4 		$30.8K Sell
1,052
-3
-0.3% -$91 0.02% 398
2023
Q3 		$33.1K Hold
1,055
– – 0.02% 415
2023
Q2 		$35K Sell
1,055
-900
-46% -$30.8K 0.02% 411
2023
Q1 		$68.7K Buy
1,955
+900
+85% +$33.9K 0.04% 326
2022
Q4 		$42.2K Hold
1,055
– – 0.02% 401
2022
Q3 		$37K Hold
1,055
– – 0.02% 424
2022
Q2 		$45K Hold
1,055
– – 0.02% 414
2022
Q1 		$44K Hold
1,055
– – 0.02% 459
2021
Q4 		$39K Hold
1,055
– – 0.02% 506
2021
Q3 		$37K Hold
1,055
– – 0.02% 505
2021
Q2 		$41K Hold
1,055
– – 0.01% 550
2021
Q1 		$41K Hold
1,055
– – 0.01% 539
2020
Q4 		$40K Hold
1,055
– – 0.01% 514
2020
Q3 		$38K Hold
1,055
– – 0.01% 490
2020
Q2 		$41K Hold
1,055
– – 0.01% 472
2020
Q1 		$36K Hold
1,055
– – 0.01% 477
2019
Q4 		$45K Hold
1,055
– – 0.01% 530
2019
Q3 		$39K Hold
1,055
– – 0.01% 551
2019
Q2 		$37K Sell
1,055
-105
-9% -$3.98K 0.01% 562
2019
Q1 		$48K Hold
1,160
– – 0.02% 512
2018
Q4 		$37K Sell
1,160
-50
-4% -$1.95K 0.01% 514
2018
Q3 		$56K Hold
1,210
– – 0.02% 511
2018
Q2 		$61K Hold
1,210
– – 0.02% 495
2018
Q1 		$70K Buy
+1,210
New +$76.1K 0.02% 462
2017
Q4 		– Sell
-3,480
Closed -$217K – 312
2017
Q3 		$217K Buy
+3,480
New +$224K 0.07% 269

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Optimum Investment Advisors's BTI Position: Q3 2025 in Review

Optimum Investment Advisors held its British American Tobacco (BTI) position steady in Q3 2025 at 1,202 shares worth $63.8K. The position accounts for 0.03% of the portfolio, ranked #318.

Optimum Investment Advisors first reported a position in BTI in Q3 2017 and has held it in 32 quarters since. The position peaked at $217K in Q3 2017. 770 funds tracked by Wall St. Rank hold BTI as of Q3 2025.

  • Optimum Investment Advisors held 1,202 shares of British American Tobacco worth $63.8K as of Q3 2025.
  • Optimum Investment Advisors left its British American Tobacco share count unchanged in Q3 2025.
  • British American Tobacco made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #318 holding.
  • Optimum Investment Advisors first reported a position in British American Tobacco in Q3 2017 and has held it in 32 quarters since.
  • Optimum Investment Advisors's British American Tobacco position peaked at $217K in Q3 2017.
  • 770 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.