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

Castleview 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
Q3 		– Sell
-5
Closed -$98 – 591
2024
Q2 		$98 Hold
5
– – ﹤0.01% 898
2024
Q1 		$90 Hold
5
– – ﹤0.01% 879
2023
Q4 		$85 Buy
+5
New +$99 ﹤0.01% 846
2023
Q1 		– Sell
-22
Closed -$466 – 673
2022
Q4 		$466 Buy
+22
New +$456 ﹤0.01% 585

Other funds holding BTAL

TAF
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Castleview Partners's BTAL Position: Q3 2024 in Review

Castleview Partners sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2024, closing a stake of 5 shares — an estimated $98 sold.

Castleview Partners first reported a position in BTAL in Q4 2022 and held it in 4 quarters. The position peaked at $466 in Q4 2022. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2024.

  • Castleview Partners reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 5 AGF US Market Neutral Anti-Beta Fund shares in Q3 2024, an estimated $98.
  • Castleview Partners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and held it in 4 quarters.
  • Castleview Partners's AGF US Market Neutral Anti-Beta Fund position peaked at $466 in Q4 2022.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.