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Wealthcare Advisory Partners’s British American Tobacco BTI Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-9,664
Closed -$565K – 1100
2026
Q1 		$565K Buy
+9,664
New +$572K 0.01% 664
2025
Q4 		– Sell
-18,601
Closed -$987K – 1076
2025
Q3 		$987K Buy
18,601
+7,667
+70% +$416K 0.02% 503
2025
Q2 		$518K Sell
10,934
-4,447
-29% -$197K 0.01% 637
2025
Q1 		$636K Buy
15,381
+1,019
+7% +$40.1K 0.02% 543
2024
Q4 		$522K Buy
14,362
+241
+2% +$8.71K 0.01% 559
2024
Q3 		$517K Buy
+14,121
New +$505K 0.01% 557
2021
Q2 		– Sell
-211
Closed -$8K – 724
2021
Q1 		$8K Buy
+211
New +$7.94K ﹤0.01% 1514
2020
Q2 		– Sell
-208
Closed -$7K – 447
2020
Q1 		$7K Sell
208
-1,199
-85% -$48.9K ﹤0.01% 1002
2019
Q4 		$60K Sell
1,407
-385
-21% -$14.5K 0.01% 508
2019
Q3 		$66K Buy
1,792
+190
+12% +$6.95K 0.01% 475
2019
Q2 		$56K Buy
1,602
+3
+0.2% +$114 0.01% 480
2019
Q1 		$67K Buy
1,599
+453
+40% +$16.5K 0.01% 411
2018
Q4 		$37K Buy
1,146
+545
+91% +$21.2K 0.01% 489
2018
Q3 		$28K Buy
601
+2
+0.3% +$102 0.01% 587
2018
Q2 		$30K Sell
599
-123
-17% -$6.48K 0.01% 565
2018
Q1 		$42K Buy
722
+489
+210% +$30.7K 0.01% 432
2017
Q4 		$16K Buy
233
+12
+5% +$782 ﹤0.01% 576
2017
Q3 		$14K Buy
+221
New +$14.3K ﹤0.01% 481

Other funds holding BTI

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM