Cornerstone Wealth Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Cornerstone Wealth Group’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 Q4	–	Sell	-1,026,327	Closed	-$20.1M	–	276
2024 Q3	$20.1M	Buy	+1,026,327	New	+$20.4M	1.66%	9
2023 Q2	–	Sell	-449,268	Closed	-$9.17M	–	147
2023 Q1	$9.17M	Buy	+449,268	New	+$9.04M	1.63%	11
2022 Q4	–	Sell	-412,105	Closed	-$8.38M	–	136
2022 Q3	$8.38M	Buy	+412,105	New	+$8.21M	1.85%	11
2022 Q2	–	Sell	-298,904	Closed	-$5.48M	–	133
2022 Q1	$5.48M	Buy	+298,904	New	+$5.51M	1.01%	23

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFAS

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Cornerstone Wealth Group's BTAL Position: Q4 2024 in Review

Cornerstone Wealth Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2024, closing a stake of 1,026,327 shares — an estimated $20.1M sold.

Cornerstone Wealth Group first reported a position in BTAL in Q1 2022 and held it in 4 quarters. The position peaked at $20.1M in Q3 2024. 68 funds tracked by Wall St. Rank hold BTAL as of Q4 2024.

Cornerstone Wealth Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2024 after selling out during the quarter.
Cornerstone Wealth Group sold 1,026,327 AGF US Market Neutral Anti-Beta Fund shares in Q4 2024, an estimated $20.1M.
Cornerstone Wealth Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2022 and held it in 4 quarters.
Cornerstone Wealth Group's AGF US Market Neutral Anti-Beta Fund position peaked at $20.1M in Q3 2024.
68 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2024.

Based on Cornerstone Wealth Group's 13F filing for Q4 2024, filed 22 Jan 2025.