Fidelity Investments
BTAL icon

Fidelity Investments’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Fidelity Investments’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
2026
Q1 		$27.1M Hold
1,944,444
– – ﹤0.01% 1663
2025
Q4 		$28M Hold
1,944,444
– – ﹤0.01% 1658
2025
Q3 		$31M Sell
1,944,444
-345
-0% -$5.68K ﹤0.01% 1618
2025
Q2 		$34.4M Buy
1,944,789
+1,944,184
+321,353% +$37.9M ﹤0.01% 1525
2025
Q1 		$12.6K Buy
605
+367
+154% +$6.96K ﹤0.01% 4411
2024
Q4 		$4.4K Buy
+238
New +$4.58K ﹤0.01% 4691
2024
Q3 		– Sell
-1,070
Closed -$21K – 5511
2024
Q2 		$21K Buy
+1,070
New +$20.3K ﹤0.01% 4046
2024
Q1 		– Sell
-1
Closed -$17 – 5387
2023
Q4 		$17 Buy
+1
New +$20 ﹤0.01% 5239
2023
Q3 		– Sell
-102
Closed -$1.91K – 5296
2023
Q2 		$1.91K Buy
102
+72
+240% +$1.45K ﹤0.01% 4599
2023
Q1 		$612 Buy
+30
New +$604 ﹤0.01% 4773
2020
Q4 		– Sell
-1,461
Closed -$34K – 3840
2020
Q3 		$34K Buy
+1,461
New +$35K ﹤0.01% 2955

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.01B AUM 17.78% 1-Year Est. Return