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

Cornerstone Wealth Management’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
2020
Q4 		– Sell
-40,119
Closed -$946K – 422
2020
Q3 		$946K Buy
40,119
+2,147
+6% +$51.4K 0.14% 144
2020
Q2 		$924K Buy
+37,972
New +$938K 0.15% 144

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cornerstone Wealth Management's BTAL Position: Q4 2020 in Review

Cornerstone Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2020, closing a stake of 40,119 shares — an estimated $946K sold.

Cornerstone Wealth Management first reported a position in BTAL in Q2 2020 and held it in 2 quarters. The position peaked at $946K in Q3 2020. 36 funds tracked by Wall St. Rank hold BTAL as of Q4 2020.

  • Cornerstone Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2020 after selling out during the quarter.
  • Cornerstone Wealth Management sold 40,119 AGF US Market Neutral Anti-Beta Fund shares in Q4 2020, an estimated $946K.
  • Cornerstone Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2020 and held it in 2 quarters.
  • Cornerstone Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $946K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2020.

Based on Cornerstone Wealth Management's 13F filing for Q4 2020, filed 29 Jan 2021.