Morgan Stanley
BTAL icon

Morgan Stanley’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Morgan Stanley’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
2026
Q1 		$478K Sell
34,257
-631
-2% -$8.85K ﹤0.01% 5509
2025
Q4 		$502K Buy
34,888
+392
+1% +$5.89K ﹤0.01% 5512
2025
Q3 		$549K Buy
34,496
+20,801
+152% +$343K ﹤0.01% 5463
2025
Q2 		$242K Sell
13,695
-647,819
-98% -$12.6M ﹤0.01% 5778
2025
Q1 		$13.8M Buy
661,514
+8,001
+1% +$152K ﹤0.01% 3054
2024
Q4 		$12.1M Sell
653,513
-372
-0.1% -$7.16K ﹤0.01% 3252
2024
Q3 		$12.8M Buy
653,885
+46
+0% +$915 ﹤0.01% 3233
2024
Q2 		$12.8M Buy
653,839
+648,030
+11,156% +$12.3M ﹤0.01% 3124
2024
Q1 		$105K Buy
5,809
+4,253
+273% +$77.2K ﹤0.01% 5976
2023
Q4 		$26.4K Buy
+1,556
New +$30.9K ﹤0.01% 6564
2023
Q1 		– Sell
-15
Closed -$318 – 7721
2022
Q4 		$318 Buy
+15
New +$311 ﹤0.01% 7599
2016
Q2 		– Sell
-1,000
Closed -$22K – 6516
2016
Q1 		$22K Buy
+1,000
New +$22.4K ﹤0.01% 5888

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return