Comerica Bank’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Comerica Bank’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
2025 Q1	–	Sell	-5,325	Closed	-$98.4K	–	3697
2024 Q4	$98.4K	Sell	5,325 -763	-13%	-$14.7K	﹤0.01%	2586
2024 Q3	$119K	Buy	+6,088	New	+$121K	﹤0.01%	2504
2024 Q1	–	Sell	-4,137	Closed	-$70.1K	–	3759
2023 Q4	$70.1K	Hold	4,137	–	–	﹤0.01%	2620
2023 Q3	$82.2K	Buy	+4,137	New	+$78.4K	﹤0.01%	2535

Other funds holding BTAL

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Comerica Bank's BTAL Position: Q1 2025 in Review

Comerica Bank sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q1 2025, closing a stake of 5,325 shares — an estimated $98.4K sold.

Comerica Bank first reported a position in BTAL in Q3 2023 and held it in 4 quarters. The position peaked at $119K in Q3 2024. 71 funds tracked by Wall St. Rank hold BTAL as of Q1 2025.

Comerica Bank reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q1 2025 after selling out during the quarter.
Comerica Bank sold 5,325 AGF US Market Neutral Anti-Beta Fund shares in Q1 2025, an estimated $98.4K.
Comerica Bank first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and held it in 4 quarters.
Comerica Bank's AGF US Market Neutral Anti-Beta Fund position peaked at $119K in Q3 2024.
71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2025.

Based on Comerica Bank's 13F filing for Q1 2025, filed 14 May 2025.