MFG
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Merit Financial Group’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Merit Financial Group’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
Q3 		– Sell
-47,812
Closed -$809K – 269
2021
Q2 		$809K Buy
47,812
+20,129
+73% +$341K 0.08% 117
2021
Q1 		$474K Buy
27,683
+11,977
+76% +$215K 0.05% 157
2020
Q4 		$300K Buy
+15,706
New +$328K 0.03% 169

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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Merit Financial Group's BTAL Position: Q3 2021 in Review

Merit Financial Group sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2021, closing a stake of 47,812 shares — an estimated $809K sold.

Merit Financial Group first reported a position in BTAL in Q4 2020 and held it in 3 quarters. The position peaked at $809K in Q2 2021. 24 funds tracked by Wall St. Rank hold BTAL as of Q3 2021.

  • Merit Financial Group reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2021 after selling out during the quarter.
  • Merit Financial Group sold 47,812 AGF US Market Neutral Anti-Beta Fund shares in Q3 2021, an estimated $809K.
  • Merit Financial Group first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2020 and held it in 3 quarters.
  • Merit Financial Group's AGF US Market Neutral Anti-Beta Fund position peaked at $809K in Q2 2021.
  • 24 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2021.

Based on Merit Financial Group's 13F filing for Q3 2021, filed 27 Oct 2021.