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KLR Investment Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

KLR Investment Advisors’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
Q1 		$579K Sell
30,244
-3,725
-11% -$67.6K 0.42% 61
2023
Q4 		$611K Sell
33,969
-364
-1% -$7.23K 0.44% 54
2023
Q3 		$700K Sell
34,333
-1,466
-4% -$27.8K 0.64% 40
2023
Q2 		$672K Buy
35,799
+1,466
+4% +$29.6K 0.55% 42
2023
Q1 		$700K Buy
34,333
+1,702
+5% +$34.2K 0.62% 41
2022
Q4 		$699K Buy
+32,631
New +$677K 0.58% 37

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KLR Investment Advisors's BTAL Position: Q1 2024 in Review

KLR Investment Advisors reduced its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 11% in Q1 2024, selling an estimated $67.6K and leaving 30,244 shares worth $579K. The position accounts for 0.42% of the portfolio, ranked #61.

KLR Investment Advisors first reported a position in BTAL in Q4 2022 and has held it in 6 quarters since. The position peaked at $700K in Q3 2023. 61 funds tracked by Wall St. Rank hold BTAL as of Q1 2024.

  • KLR Investment Advisors held 30,244 shares of AGF US Market Neutral Anti-Beta Fund worth $579K as of Q1 2024.
  • KLR Investment Advisors sold 3,725 AGF US Market Neutral Anti-Beta Fund shares in Q1 2024, an estimated $67.6K.
  • AGF US Market Neutral Anti-Beta Fund made up 0.42% of KLR Investment Advisors's portfolio in Q1 2024, its #61 holding.
  • KLR Investment Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $700K in Q3 2023.
  • 61 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.