Sheaff Brock Investment Advisors’s British American Tobacco BTI Stock Holding History

Sheaff Brock 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	$330K	Sell	7,987 -37	-0.5%	-$1.45K	0.03%	318
2024 Q4	$291K	Buy	8,024 +1,000	+14%	+$36.1K	0.03%	342
2024 Q3	$257K	Buy	7,024 +2	+0%	+$71	0.02%	355
2024 Q2	$217K	Buy	7,022 +400	+6%	+$12.1K	0.02%	380
2024 Q1	$202K	Buy	+6,622	New	+$199K	0.01%	441
2023 Q4	–	Sell	-6,597	Closed	-$207K	–	483
2023 Q3	$207K	Buy	6,597 +35	+0.5%	+$1.15K	0.02%	393
2023 Q2	$218K	Buy	+6,562	New	+$224K	0.02%	406
2023 Q1	–	Sell	-5,504	Closed	-$220K	–	519
2022 Q4	$220K	Buy	+5,504	New	+$216K	0.02%	399
2018 Q1	–	Sell	-4,518	Closed	-$303K	–	562
2017 Q4	$303K	Sell	4,518 -881	-16%	-$57.4K	0.04%	349
2017 Q3	$337K	Buy	+5,399	New	+$348K	0.04%	334

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

Sheaff Brock Investment Advisors's BTI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its British American Tobacco (BTI) stake by 0.46% in Q1 2025, selling an estimated $1.45K and leaving 7,987 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #318.

Sheaff Brock Investment Advisors first reported a position in BTI in Q3 2017 and has held it in 10 quarters since. The position peaked at $337K in Q3 2017. 644 funds tracked by Wall St. Rank hold BTI as of Q1 2025.

Sheaff Brock Investment Advisors held 7,987 shares of British American Tobacco worth $330K as of Q1 2025.
Sheaff Brock Investment Advisors sold 37 British American Tobacco shares in Q1 2025, an estimated $1.45K.
British American Tobacco made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #318 holding.
Sheaff Brock Investment Advisors first reported a position in British American Tobacco in Q3 2017 and has held it in 10 quarters since.
Sheaff Brock Investment Advisors's British American Tobacco position peaked at $337K in Q3 2017.
644 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.