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

Kingsview 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
2024
Q3 		– Sell
-13,262
Closed -$260K – 1097
2024
Q2 		$260K Buy
+13,262
New +$252K 0.01% 889
2021
Q2 		– Sell
-46,354
Closed -$795K – 921
2021
Q1 		$795K Sell
46,354
-24,195
-34% -$434K 0.05% 391
2020
Q4 		$1.35M Buy
70,549
+5,080
+8% +$106K 0.1% 214
2020
Q3 		$1.54M Sell
65,469
-36,908
-36% -$884K 0.14% 164
2020
Q2 		$2.49M Buy
102,377
+49,427
+93% +$1.22M 0.25% 101
2020
Q1 		$1.36M Sell
52,950
-26,138
-33% -$622K 0.18% 141
2019
Q4 		$1.75M Buy
79,088
+4,888
+7% +$113K 0.22% 128
2019
Q3 		$1.76M Sell
74,200
-1,030
-1% -$23.9K 0.28% 107
2019
Q2 		$1.65M Buy
75,230
+20,651
+38% +$450K 0.28% 103
2019
Q1 		$1.18M Sell
54,579
-23,651
-30% -$503K 0.18% 153
2018
Q4 		$1.73M Buy
+78,230
New +$1.67M 0.38% 80

Other funds holding BTAL

TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Kingsview Wealth Management's BTAL Position: Q3 2024 in Review

Kingsview Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2024, closing a stake of 13,262 shares — an estimated $260K sold.

Kingsview Wealth Management first reported a position in BTAL in Q4 2018 and held it in 11 quarters. The position peaked at $2.49M in Q2 2020. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2024.

  • Kingsview Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 13,262 AGF US Market Neutral Anti-Beta Fund shares in Q3 2024, an estimated $260K.
  • Kingsview Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2018 and held it in 11 quarters.
  • Kingsview Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $2.49M in Q2 2020.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.