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Capasso Planning Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Capasso Planning 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
2023
Q1 		– Sell
-16,116
Closed -$342K – 98
2022
Q4 		$342K Buy
+16,116
New +$334K 0.22% 69

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FGA
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CWG
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EFG
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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

Capasso Planning Partners's BTAL Position: Q1 2023 in Review

Capasso Planning Partners sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2023, closing a stake of 16,116 shares — an estimated $342K sold.

Capasso Planning Partners first reported a position in BTAL in Q4 2022 and held it in 1 quarter. The position peaked at $342K in Q4 2022. 89 funds tracked by Wall St. Rank hold BTAL as of Q1 2023.

  • Capasso Planning Partners reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2023 after selling out during the quarter.
  • Capasso Planning Partners sold 16,116 AGF US Market Neutral Anti-Beta Fund shares in Q1 2023, an estimated $342K.
  • Capasso Planning Partners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and held it in 1 quarter.
  • Capasso Planning Partners's AGF US Market Neutral Anti-Beta Fund position peaked at $342K in Q4 2022.
  • 89 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2023.

Based on Capasso Planning Partners's 13F filing for Q1 2023, filed 2 May 2023.