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WAS
Winch Advisory Services’s
British American Tobacco
BTI
Stock Holding History
Winch Advisory 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
$15.5K
Buy
265
+3
+1%
+$178
﹤0.01%
272
2025
Q4
$14.8K
Buy
262
+4
+2%
+$218
﹤0.01%
270
2025
Q3
$13.7K
Buy
258
+4
+2%
+$217
﹤0.01%
274
2025
Q2
$12K
Buy
254
+4
+2%
+$177
﹤0.01%
281
2025
Q1
$10.3K
Sell
250
-124
-33%
-$4.87K
﹤0.01%
280
2024
Q4
$13.6K
Buy
374
+134
+56%
+$4.84K
﹤0.01%
267
2024
Q3
$8.79K
Buy
240
+5
+2%
+$179
﹤0.01%
274
2024
Q2
$7.28K
Buy
235
+5
+2%
+$152
﹤0.01%
286
2024
Q1
$7K
Buy
230
+6
+3%
+$181
﹤0.01%
286
2023
Q4
$6.57K
Buy
224
+5
+2%
+$152
﹤0.01%
290
2023
Q3
$7K
Buy
219
+5
+2%
+$165
﹤0.01%
277
2023
Q2
$7K
Buy
214
+4
+2%
+$137
﹤0.01%
278
2023
Q1
$7K
Buy
210
+4
+2%
+$151
﹤0.01%
275
2022
Q4
$8K
Buy
206
+3
+1%
+$118
﹤0.01%
250
2022
Q3
$7K
Buy
203
+3
+2%
+$120
﹤0.01%
245
2022
Q2
$9K
Buy
+200
New
+$8.58K
﹤0.01%
239
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$427B AUM
29.17%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Capital Research Global Investors
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$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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