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

BDO Wealth 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
2023 Q2	$15.1K	Hold	804	–	–	﹤0.01%	637
2023 Q1	$16.4K	Sell	804 -408	-34%	-$8.21K	﹤0.01%	611
2022 Q4	$25.7K	Sell	1,212 -161	-12%	-$3.34K	﹤0.01%	527
2022 Q3	$28K	Sell	1,373 -937	-41%	-$18.7K	﹤0.01%	502
2022 Q2	$50K	Hold	2,310	–	–	0.01%	405
2022 Q1	$42K	Sell	2,310 -4,138	-64%	-$76.2K	﹤0.01%	465
2021 Q4	$115K	Sell	6,448 -1,863	-22%	-$31.6K	0.01%	338
2021 Q3	$142K	Buy	8,311 +699	+9%	+$12K	0.02%	322
2021 Q2	$129K	Sell	7,612 -624	-8%	-$10.6K	0.01%	345
2021 Q1	$141K	Buy	+8,236	New	+$148K	0.02%	327

Other funds holding BTAL

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

APA

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

BDO Wealth Advisors's BTAL Position: Q2 2023 in Review

BDO Wealth Advisors held its AGF US Market Neutral Anti-Beta Fund (BTAL) position steady in Q2 2023 at 804 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

BDO Wealth Advisors first reported a position in BTAL in Q1 2021 and has held it in 10 quarters since. The position peaked at $142K in Q3 2021. 72 funds tracked by Wall St. Rank hold BTAL as of Q2 2023.

BDO Wealth Advisors held 804 shares of AGF US Market Neutral Anti-Beta Fund worth $15.1K as of Q2 2023.
BDO Wealth Advisors left its AGF US Market Neutral Anti-Beta Fund share count unchanged in Q2 2023.
AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #637 holding.
BDO Wealth Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $142K in Q3 2021.
72 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.