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

Focused 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
2023
Q2 		– Sell
-3,200
Closed -$65.3K – 1074
2023
Q1 		$65.3K Buy
+3,200
New +$64.4K 0.01% 268

Other funds holding BTAL

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Focused Wealth Management's BTAL Position: Q2 2023 in Review

Focused Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2023, closing a stake of 3,200 shares — an estimated $65.3K sold.

Focused Wealth Management first reported a position in BTAL in Q1 2023 and held it in 1 quarter. The position peaked at $65.3K in Q1 2023. 72 funds tracked by Wall St. Rank hold BTAL as of Q2 2023.

  • Focused Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2023 after selling out during the quarter.
  • Focused Wealth Management sold 3,200 AGF US Market Neutral Anti-Beta Fund shares in Q2 2023, an estimated $65.3K.
  • Focused Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2023 and held it in 1 quarter.
  • Focused Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $65.3K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.