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Credit Suisse’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Credit Suisse’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
Q4 		– Sell
-25,650
Closed -$509K – 3070
2023
Q3 		$509K Buy
+25,650
New +$486K ﹤0.01% 2679

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Credit Suisse's BTAL Position: Q4 2023 in Review

Credit Suisse sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2023, closing a stake of 25,650 shares — an estimated $509K sold.

Credit Suisse first reported a position in BTAL in Q3 2023 and held it in 1 quarter. The position peaked at $509K in Q3 2023. 75 funds tracked by Wall St. Rank hold BTAL as of Q4 2023.

  • Credit Suisse reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2023 after selling out during the quarter.
  • Credit Suisse sold 25,650 AGF US Market Neutral Anti-Beta Fund shares in Q4 2023, an estimated $509K.
  • Credit Suisse first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and held it in 1 quarter.
  • Credit Suisse's AGF US Market Neutral Anti-Beta Fund position peaked at $509K in Q3 2023.
  • 75 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2023.

Based on Credit Suisse's 13F filing for Q4 2023, filed 8 Feb 2024.