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Symphony Financial’s British American Tobacco BTI Stock Holding History

Symphony Financial’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 		$603K Buy
10,422
+1,743
+20% +$103K 0.08% 146
2025
Q4 		$491K Sell
8,679
-1,480
-15% -$80.8K 0.07% 167
2025
Q3 		$539K Buy
10,159
+436
+4% +$23.7K 0.07% 158
2025
Q2 		$460K Buy
+9,723
New +$431K 0.06% 161
2025
Q1 		– Sell
-8,406
Closed -$309K – 116
2024
Q4 		$309K Sell
8,406
-1,070
-11% -$38.6K 0.05% 174
2024
Q3 		$349K Buy
+9,476
New +$339K 0.06% 172
2022
Q4 		– Sell
-14,153
Closed -$509K – 190
2022
Q3 		$509K Buy
14,153
+3,000
+27% +$120K 0.17% 132
2022
Q2 		$489K Buy
+11,153
New +$479K 0.14% 132

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return