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

Schechter 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 Q1	$312K	Sell	7,537 -994	-12%	-$39.1K	0.03%	466
2024 Q4	$310K	Buy	8,531 +602	+8%	+$21.7K	0.02%	485
2024 Q3	$290K	Buy	7,929 +413	+5%	+$14.8K	0.02%	503
2024 Q2	$232K	Buy	+7,516	New	+$228K	0.02%	528
2023 Q4	–	Sell	-9,549	Closed	-$300K	–	660
2023 Q3	$300K	Buy	+9,549	New	+$315K	0.03%	448
2023 Q2	–	Sell	-7,443	Closed	-$261K	–	678
2023 Q1	$261K	Sell	7,443 -2,704	-27%	-$102K	0.02%	552
2022 Q4	$406K	Buy	10,147 +1,857	+22%	+$73K	0.04%	553
2022 Q3	$294K	Sell	8,290 -1,337	-14%	-$53.6K	0.03%	709
2022 Q2	$413K	Buy	9,627 +657	+7%	+$28.2K	0.04%	588
2022 Q1	$378K	Buy	8,970 +2,171	+32%	+$92.5K	0.04%	620
2021 Q4	$254K	Buy	+6,799	New	+$241K	0.02%	734

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schechter Investment Advisors's BTI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its British American Tobacco (BTI) stake by 12% in Q1 2025, selling an estimated $39.1K and leaving 7,537 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #466.

Schechter Investment Advisors first reported a position in BTI in Q4 2021 and has held it in 11 quarters since. The position peaked at $413K in Q2 2022. 644 funds tracked by Wall St. Rank hold BTI as of Q1 2025.

Schechter Investment Advisors held 7,537 shares of British American Tobacco worth $312K as of Q1 2025.
Schechter Investment Advisors sold 994 British American Tobacco shares in Q1 2025, an estimated $39.1K.
British American Tobacco made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #466 holding.
Schechter Investment Advisors first reported a position in British American Tobacco in Q4 2021 and has held it in 11 quarters since.
Schechter Investment Advisors's British American Tobacco position peaked at $413K in Q2 2022.
644 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.