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Hartline Investment Corp’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Hartline Investment Corp’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
Q4 		– Sell
-12,434
Closed -$253K – 118
2022
Q3 		$253K Buy
+12,434
New +$248K 0.21% 112

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TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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
AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Hartline Investment Corp's BTAL Position: Q4 2022 in Review

Hartline Investment Corp sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2022, closing a stake of 12,434 shares — an estimated $253K sold.

Hartline Investment Corp first reported a position in BTAL in Q3 2022 and held it in 1 quarter. The position peaked at $253K in Q3 2022. 80 funds tracked by Wall St. Rank hold BTAL as of Q4 2022.

  • Hartline Investment Corp reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2022 after selling out during the quarter.
  • Hartline Investment Corp sold 12,434 AGF US Market Neutral Anti-Beta Fund shares in Q4 2022, an estimated $253K.
  • Hartline Investment Corp first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2022 and held it in 1 quarter.
  • Hartline Investment Corp's AGF US Market Neutral Anti-Beta Fund position peaked at $253K in Q3 2022.
  • 80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2022.

Based on Hartline Investment Corp's 13F filing for Q4 2022, filed 6 Feb 2023.