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

Provenance 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
2025
Q2 		– Sell
-26
Closed -$1.08K – 438
2025
Q1 		$1.08K Hold
26
– – ﹤0.01% 466
2024
Q4 		$944 Hold
26
– – ﹤0.01% 500
2024
Q3 		$951 Hold
26
– – ﹤0.01% 538
2024
Q2 		$804 Hold
26
– – ﹤0.01% 463
2024
Q1 		$793 Sell
26
-93
-78% -$2.8K ﹤0.01% 499
2023
Q4 		$3.49K Buy
119
+93
+358% +$2.83K ﹤0.01% 392
2023
Q3 		$817 Buy
+26
New +$857 ﹤0.01% 429

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Provenance Wealth Advisors's BTI Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of British American Tobacco (BTI) in Q2 2025, closing a stake of 26 shares — an estimated $1.08K sold.

Provenance Wealth Advisors first reported a position in BTI in Q3 2023 and held it in 7 quarters. The position peaked at $3.49K in Q4 2023. 717 funds tracked by Wall St. Rank hold BTI as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining British American Tobacco position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 26 British American Tobacco shares in Q2 2025, an estimated $1.08K.
  • Provenance Wealth Advisors first reported a position in British American Tobacco in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's British American Tobacco position peaked at $3.49K in Q4 2023.
  • 717 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.