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Ancora Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Ancora Advisors’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,331
Closed -$73K – 2064
2022
Q2 		$73K Hold
3,331
– – ﹤0.01% 1059
2022
Q1 		$61K Hold
3,331
– – ﹤0.01% 1166
2021
Q4 		$59K Hold
3,331
– – ﹤0.01% 1185
2021
Q3 		$57K Hold
3,331
– – ﹤0.01% 1145
2021
Q2 		$56K Hold
3,331
– – ﹤0.01% 1063
2021
Q1 		$57K Hold
3,331
– – ﹤0.01% 1017
2020
Q4 		$64K Buy
3,331
+923
+38% +$19.3K ﹤0.01% 831
2020
Q3 		$57K Buy
+2,408
New +$57.7K ﹤0.01% 822

Other funds holding BTAL

GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ancora Advisors's BTAL Position: Q3 2022 in Review

Ancora Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2022, closing a stake of 3,331 shares — an estimated $73K sold.

Ancora Advisors first reported a position in BTAL in Q3 2020 and held it in 8 quarters. The position peaked at $73K in Q2 2022. 63 funds tracked by Wall St. Rank hold BTAL as of Q3 2022.

  • Ancora Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2022 after selling out during the quarter.
  • Ancora Advisors sold 3,331 AGF US Market Neutral Anti-Beta Fund shares in Q3 2022, an estimated $73K.
  • Ancora Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2020 and held it in 8 quarters.
  • Ancora Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $73K in Q2 2022.
  • 63 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2022.

Based on Ancora Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.