VisionPoint Advisory Group’s British American Tobacco BTI Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-3,314	Closed	-$205K	–	471
2026 Q2	$205K	Buy	+3,314	New	+$200K	0.03%	458
2023 Q4	–	Sell	-41,597	Closed	-$1.31M	–	764
2023 Q3	$1.31M	Buy	41,597 +6,355	+18%	+$210K	0.56%	52
2023 Q2	$1.17M	Buy	35,242 +23,008	+188%	+$787K	0.48%	60
2023 Q1	$433K	Buy	+12,234	New	+$461K	0.19%	87
2020 Q2	–	Sell	-6,142	Closed	-$210K	–	110
2020 Q1	$210K	Buy	+6,142	New	+$250K	0.1%	106

Other funds holding BTI

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VisionPoint Advisory Group's BTI Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of British American Tobacco (BTI) in Q3 2026, closing a stake of 3,314 shares — an estimated $205K sold.

VisionPoint Advisory Group first reported a position in BTI in Q1 2020 and held it in 5 quarters. The position peaked at $1.31M in Q3 2023. 224 funds tracked by Wall St. Rank hold BTI as of Q3 2026.

VisionPoint Advisory Group reported no remaining British American Tobacco position as of Q3 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 3,314 British American Tobacco shares in Q3 2026, an estimated $205K.
VisionPoint Advisory Group first reported a position in British American Tobacco in Q1 2020 and held it in 5 quarters.
VisionPoint Advisory Group's British American Tobacco position peaked at $1.31M in Q3 2023.
224 funds tracked by Wall St. Rank held British American Tobacco as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.