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SWM
Spire Wealth Management’s
British American Tobacco
BTI
Stock Holding History
Spire Wealth Management’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
$297K
Sell
5,080
-30
-0.6%
-$1.77K
0.01%
680
2025
Q4
$289K
Sell
5,110
-33
-0.6%
-$1.8K
0.01%
689
2025
Q3
$273K
Buy
5,143
+4
+0.1%
+$217
0.01%
700
2025
Q2
$243K
Sell
5,139
-32
-0.6%
-$1.42K
0.01%
714
2025
Q1
$214K
Sell
5,171
-9
-0.2%
-$354
0.01%
808
2024
Q4
$188K
Buy
5,180
+164
+3%
+$5.92K
0.01%
839
2024
Q3
$183K
Sell
5,016
-189
-4%
-$6.75K
0.01%
751
2024
Q2
$161K
Buy
5,205
+72
+1%
+$2.19K
0.01%
767
2024
Q1
$157K
Buy
5,133
+1,052
+26%
+$31.7K
﹤0.01%
848
2023
Q4
$120K
Sell
4,081
-115
-3%
-$3.5K
﹤0.01%
944
2023
Q3
$132K
Sell
4,196
-2,094
-33%
-$69K
0.01%
848
2023
Q2
$209K
Buy
6,290
+86
+1%
+$2.94K
0.01%
705
2023
Q1
$218K
Buy
6,204
+1,374
+28%
+$51.8K
0.01%
697
2022
Q4
$193K
Buy
4,830
+757
+19%
+$29.7K
0.01%
567
2022
Q3
$145K
Sell
4,073
-314
-7%
-$12.6K
0.01%
605
2022
Q2
$188K
Sell
4,387
-3,718
-46%
-$160K
0.01%
792
2022
Q1
$342K
Sell
8,105
-1,059
-12%
-$45.1K
0.01%
683
2021
Q4
$343K
Buy
9,164
+2,083
+29%
+$74K
0.01%
854
2021
Q3
$250K
Sell
7,081
-140
-2%
-$5.26K
0.01%
836
2021
Q2
$284K
Sell
7,221
-2,972
-29%
-$116K
0.01%
795
2021
Q1
$397K
Buy
+10,193
New
+$384K
0.01%
743
Other funds holding BTI
Capital International Investors
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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