EAM
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Empirical Asset Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Empirical Asset 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
2024
Q3 		– Sell
-51,740
Closed -$1.02M – 314
2024
Q2 		$1.02M Sell
51,740
-19,461
-27% -$369K 0.38% 65
2024
Q1 		$1.28M Buy
71,201
+4,739
+7% +$86K 0.62% 38
2023
Q4 		$1.13M Sell
66,462
-2,642
-4% -$52.5K 0.92% 26
2023
Q3 		$1.37M Buy
69,104
+52
+0.1% +$985 1.2% 20
2023
Q2 		$1.3M Buy
69,052
+2,904
+4% +$58.6K 1.15% 22
2023
Q1 		$1.35M Buy
66,148
+15,716
+31% +$316K 1.29% 22
2022
Q4 		$1.07M Sell
50,432
-3,118
-6% -$64.6K 1.13% 18
2022
Q3 		$1.09M Buy
53,550
+1,992
+4% +$39.7K 1.19% 19
2022
Q2 		$1.12M Buy
51,558
+8,316
+19% +$168K 1.18% 20
2022
Q1 		$793K Buy
43,242
+6,999
+19% +$129K 0.75% 45
2021
Q4 		$644K Buy
+36,243
New +$616K 0.62% 55

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

Empirical Asset Management's BTAL Position: Q3 2024 in Review

Empirical Asset Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2024, closing a stake of 51,740 shares — an estimated $1.02M sold.

Empirical Asset Management first reported a position in BTAL in Q4 2021 and held it in 11 quarters. The position peaked at $1.37M in Q3 2023. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2024.

  • Empirical Asset Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2024 after selling out during the quarter.
  • Empirical Asset Management sold 51,740 AGF US Market Neutral Anti-Beta Fund shares in Q3 2024, an estimated $1.02M.
  • Empirical Asset Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2021 and held it in 11 quarters.
  • Empirical Asset Management's AGF US Market Neutral Anti-Beta Fund position peaked at $1.37M in Q3 2023.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2024.

Based on Empirical Asset Management's 13F filing for Q3 2024, filed 11 Oct 2024.