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Gladstone Institutional Advisory’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Gladstone Institutional Advisory’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
2021
Q2 		– Sell
-120,578
Closed -$2.06M – 517
2021
Q1 		$2.06M Buy
120,578
+4,918
+4% +$88.2K 0.32% 77
2020
Q4 		$2.21M Buy
115,660
+9,895
+9% +$207K 0.44% 53
2020
Q3 		$2.5M Buy
105,765
+97,377
+1,161% +$2.33M 0.6% 37
2020
Q2 		$204K Buy
+8,388
New +$207K 0.05% 219

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Gladstone Institutional Advisory's BTAL Position: Q2 2021 in Review

Gladstone Institutional Advisory sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2021, closing a stake of 120,578 shares — an estimated $2.06M sold.

Gladstone Institutional Advisory first reported a position in BTAL in Q2 2020 and held it in 4 quarters. The position peaked at $2.5M in Q3 2020. 26 funds tracked by Wall St. Rank hold BTAL as of Q2 2021.

  • Gladstone Institutional Advisory reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 120,578 AGF US Market Neutral Anti-Beta Fund shares in Q2 2021, an estimated $2.06M.
  • Gladstone Institutional Advisory first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2020 and held it in 4 quarters.
  • Gladstone Institutional Advisory's AGF US Market Neutral Anti-Beta Fund position peaked at $2.5M in Q3 2020.
  • 26 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.