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Baldwin Wealth Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-26,572
Closed -$521K – 338
2024
Q3 		$521K Buy
+26,572
New +$529K 0.04% 191

Other funds holding BTAL

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Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baldwin Wealth Partners's BTAL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2024, closing a stake of 26,572 shares — an estimated $521K sold.

Baldwin Wealth Partners first reported a position in BTAL in Q3 2024 and held it in 1 quarter. The position peaked at $521K in Q3 2024. 68 funds tracked by Wall St. Rank hold BTAL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 26,572 AGF US Market Neutral Anti-Beta Fund shares in Q4 2024, an estimated $521K.
  • Baldwin Wealth Partners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's AGF US Market Neutral Anti-Beta Fund position peaked at $521K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.