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

Moulton 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
2023
Q4 		– Sell
-23,138
Closed -$462K – 21
2023
Q3 		$462K Buy
+23,138
New +$438K 0.68% 16

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OIA
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TA
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TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moulton Wealth Management's BTAL Position: Q4 2023 in Review

Moulton Wealth Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2023, closing a stake of 23,138 shares — an estimated $462K sold.

Moulton Wealth Management first reported a position in BTAL in Q3 2023 and held it in 1 quarter. The position peaked at $462K in Q3 2023. 75 funds tracked by Wall St. Rank hold BTAL as of Q4 2023.

  • Moulton Wealth Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2023 after selling out during the quarter.
  • Moulton Wealth Management sold 23,138 AGF US Market Neutral Anti-Beta Fund shares in Q4 2023, an estimated $462K.
  • Moulton Wealth Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and held it in 1 quarter.
  • Moulton Wealth Management's AGF US Market Neutral Anti-Beta Fund position peaked at $462K in Q3 2023.
  • 75 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2023.

Based on Moulton Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.