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

Gemmer 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
2022
Q2 		– Sell
-1,700
Closed -$31K – 243
2022
Q1 		$31K Buy
+1,700
New +$31.3K ﹤0.01% 384

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
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Gemmer Asset Management's BTAL Position: Q2 2022 in Review

Gemmer Asset Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2022, closing a stake of 1,700 shares — an estimated $31K sold.

Gemmer Asset Management first reported a position in BTAL in Q1 2022 and held it in 1 quarter. The position peaked at $31K in Q1 2022. 42 funds tracked by Wall St. Rank hold BTAL as of Q2 2022.

  • Gemmer Asset Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2022 after selling out during the quarter.
  • Gemmer Asset Management sold 1,700 AGF US Market Neutral Anti-Beta Fund shares in Q2 2022, an estimated $31K.
  • Gemmer Asset Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2022 and held it in 1 quarter.
  • Gemmer Asset Management's AGF US Market Neutral Anti-Beta Fund position peaked at $31K in Q1 2022.
  • 42 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.