BWM
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BerganKDV Wealth Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

BerganKDV Wealth Management’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
Q1 		– Sell
-488
Closed -$10.3K – 1068
2022
Q4 		$10.3K Buy
+488
New +$10.1K ﹤0.01% 570

Other funds holding BTAL

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

BerganKDV Wealth Management's BTAL Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2023, closing a stake of 488 shares — an estimated $10.3K sold.

BerganKDV Wealth Management first reported a position in BTAL in Q4 2022 and held it in 1 quarter. The position peaked at $10.3K in Q4 2022. 89 funds tracked by Wall St. Rank hold BTAL as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 488 AGF US Market Neutral Anti-Beta Fund shares in Q1 2023, an estimated $10.3K.
  • BerganKDV Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $10.3K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.