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SFS
Sowell Financial Services’s
British American Tobacco
BTI
Stock Holding History
Sowell Financial Services’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
2026
Q1
$282K
Buy
4,822
+853
+21%
+$50.5K
0.01%
854
2025
Q4
$225K
Buy
+3,969
New
+$217K
0.01%
971
2024
Q3
–
Sell
-42,524
Closed
-$1.35M
–
540
2024
Q2
$1.35M
Buy
42,524
+1,513
+4%
+$46K
0.06%
287
2024
Q1
$1.28M
Buy
41,011
+5,003
+14%
+$151K
0.06%
307
2023
Q4
$1.08M
Buy
36,008
+5,766
+19%
+$175K
0.06%
309
2023
Q3
$971K
Sell
30,242
-4,935
-14%
-$163K
0.06%
311
2023
Q2
$1.17M
Buy
35,177
+10,121
+40%
+$346K
0.07%
323
2023
Q1
$880K
Buy
+25,056
New
+$945K
0.07%
318
2022
Q4
–
Sell
-15,308
Closed
-$565K
–
523
2022
Q3
$565K
Buy
15,308
+442
+3%
+$17.7K
0.06%
301
2022
Q2
$638K
Buy
14,866
+3,398
+30%
+$146K
0.06%
198
2022
Q1
$470K
Buy
+11,468
New
+$489K
0.08%
140
2021
Q2
–
Sell
-2,059
Closed
-$81K
–
829
2021
Q1
$81K
Buy
2,059
+81
+4%
+$3.05K
﹤0.01%
1462
2020
Q4
$74K
Sell
1,978
-162
-8%
-$5.8K
﹤0.01%
1266
2020
Q3
$77K
Sell
2,140
-612
-22%
-$21.4K
﹤0.01%
1067
2020
Q2
$107K
Sell
2,752
-210
-7%
-$8.05K
0.01%
942
2020
Q1
$101K
Buy
2,962
+50
+2%
+$2.04K
0.01%
835
2019
Q4
$124K
Buy
2,912
+123
+4%
+$4.64K
0.01%
845
2019
Q3
$103K
Buy
+2,789
New
+$102K
0.01%
822
Other funds holding BTI
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Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
GQG Partners
Ft. Lauderdale, Florida
$63.1B AUM
23.07%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
OAG
Orbis Allan Gray
Hamilton, Bermuda
$23.7B AUM
65.43%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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