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Orion Portfolio Solutions’s British American Tobacco BTI Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.02M Buy
72,968
+6,454
+10% +$254K 0.03% 533
2024
Q4 		$2.42M Buy
66,514
+3,522
+6% +$127K 0.02% 605
2024
Q3 		$2.3M Buy
62,992
+5,264
+9% +$188K 0.02% 620
2024
Q2 		$1.79M Buy
57,728
+6,325
+12% +$192K 0.02% 696
2024
Q1 		$1.57M Buy
51,403
+5,557
+12% +$167K 0.02% 775
2023
Q4 		$1.4M Buy
45,846
+4,133
+10% +$126K 0.02% 795
2023
Q3 		$1.31M Sell
41,713
-3,480
-8% -$115K 0.02% 804
2023
Q2 		$1.5M Sell
45,193
-1,635
-3% -$55.9K 0.02% 778
2023
Q1 		$1.64M Buy
46,828
+39,326
+524% +$1.48M 0.02% 671
2022
Q4 		$300K Buy
+7,502
New +$295K 0.01% 668
2022
Q1 		– Sell
-5,806
Closed -$217K – 695
2021
Q4 		$217K Buy
+5,806
New +$206K 0.01% 661
2020
Q3 		– Sell
-782
Closed -$30K – 648
2020
Q2 		$30K Buy
782
+24
+3% +$920 ﹤0.01% 831
2020
Q1 		$26K Buy
758
+1
+0.1% +$41 ﹤0.01% 756
2019
Q4 		$32K Buy
+757
New +$28.5K ﹤0.01% 649

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's BTI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its British American Tobacco (BTI) stake by 9.7% in Q1 2025, buying an estimated $254K and bringing the position to 72,968 shares worth $3.02M. The position accounts for 0.03% of the portfolio, ranked #533.

Orion Portfolio Solutions first reported a position in BTI in Q4 2019 and has held it in 14 quarters since. 644 funds tracked by Wall St. Rank hold BTI as of Q1 2025.

  • Orion Portfolio Solutions held 72,968 shares of British American Tobacco worth $3.02M as of Q1 2025.
  • Orion Portfolio Solutions bought 6,454 British American Tobacco shares in Q1 2025, an estimated $254K.
  • British American Tobacco made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #533 holding.
  • Orion Portfolio Solutions first reported a position in British American Tobacco in Q4 2019 and has held it in 14 quarters since.
  • 644 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.