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BTAL icon

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

NewEdge 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
2023
Q4 		– Sell
-2,547
Closed -$50.6K – 3759
2023
Q3 		$50.6K Sell
2,547
-44,124
-95% -$836K ﹤0.01% 2092
2023
Q2 		$876K Buy
46,671
+6,340
+16% +$128K 0.01% 930
2023
Q1 		$823K Buy
40,331
+26,778
+198% +$539K 0.01% 875
2022
Q4 		$128K Buy
+13,553
New +$281K ﹤0.01% 1344
2021
Q4 		– Sell
-10,983
Closed -$187K – 1642
2021
Q3 		$187K Sell
10,983
-1,868
-15% -$32K ﹤0.01% 1062
2021
Q2 		$218K Buy
12,851
+721
+6% +$12.2K 0.01% 1017
2021
Q1 		$208K Sell
12,130
-80,178
-87% -$1.44M 0.01% 933
2020
Q4 		$1.76M Buy
92,308
+30,335
+49% +$634K 0.06% 283
2020
Q3 		$1.46M Buy
61,973
+29,988
+94% +$718K 0.05% 302
2020
Q2 		$779K Buy
31,985
+23,541
+279% +$581K 0.03% 420
2020
Q1 		$217K Buy
+8,444
New +$201K 0.01% 685

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 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 $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

NewEdge Advisors's BTAL Position: Q4 2023 in Review

NewEdge Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2023, closing a stake of 2,547 shares — an estimated $50.6K sold.

NewEdge Advisors first reported a position in BTAL in Q1 2020 and held it in 11 quarters. The position peaked at $1.76M in Q4 2020. 75 funds tracked by Wall St. Rank hold BTAL as of Q4 2023.

  • NewEdge Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 2,547 AGF US Market Neutral Anti-Beta Fund shares in Q4 2023, an estimated $50.6K.
  • NewEdge Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2020 and held it in 11 quarters.
  • NewEdge Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $1.76M in Q4 2020.
  • 75 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.