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International Assets Investment Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

International Assets Investment 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
2021
Q2 		– Sell
-266
Closed -$5K – 686
2021
Q1 		$5K Hold
266
– – ﹤0.01% 1770
2020
Q4 		$5K Buy
+266
New +$5.56K ﹤0.01% 1617

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

International Assets Investment Management's BTAL Position: Q2 2021 in Review

International Assets Investment Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2021, closing a stake of 266 shares — an estimated $5K sold.

International Assets Investment Management first reported a position in BTAL in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 26 funds tracked by Wall St. Rank hold BTAL as of Q2 2021.

  • International Assets Investment Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 266 AGF US Market Neutral Anti-Beta Fund shares in Q2 2021, an estimated $5K.
  • International Assets Investment Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's AGF US Market Neutral Anti-Beta Fund position peaked at $5K in Q1 2021.
  • 26 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.