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

Canvas 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
2024
Q2 		– Sell
-10,146
Closed -$193K – 154
2024
Q1 		$193K Buy
+10,146
New +$184K 0.06% 143

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Canvas Wealth Advisors's BTAL Position: Q2 2024 in Review

Canvas Wealth Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2024, closing a stake of 10,146 shares — an estimated $193K sold.

Canvas Wealth Advisors first reported a position in BTAL in Q1 2024 and held it in 1 quarter. The position peaked at $193K in Q1 2024. 59 funds tracked by Wall St. Rank hold BTAL as of Q2 2024.

  • Canvas Wealth Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 10,146 AGF US Market Neutral Anti-Beta Fund shares in Q2 2024, an estimated $193K.
  • Canvas Wealth Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2024 and held it in 1 quarter.
  • Canvas Wealth Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $193K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2024.

Based on Canvas Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.