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Patriot Financial Group Insurance Agency’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-206
Closed -$4K – 605
2022
Q2 		$4K Sell
206
-41
-17% -$827 ﹤0.01% 1528
2022
Q1 		$5K Buy
247
+48
+24% +$884 ﹤0.01% 1586
2021
Q4 		$4K Sell
199
-174
-47% -$2.96K ﹤0.01% 1758
2021
Q3 		$6K Buy
373
+139
+59% +$2.38K ﹤0.01% 1632
2021
Q2 		$4K Sell
234
-147
-39% -$2.49K ﹤0.01% 1695
2021
Q1 		$7K Buy
381
+89
+30% +$1.6K ﹤0.01% 1457
2020
Q4 		$6K Buy
292
+11
+4% +$230 ﹤0.01% 1360
2020
Q3 		$7K Buy
+281
New +$6.73K ﹤0.01% 1121
2020
Q2 		– Sell
-110
Closed -$3K – 1662
2020
Q1 		$3K Hold
110
– – ﹤0.01% 1185
2019
Q4 		$2K Hold
110
– – ﹤0.01% 1094
2019
Q3 		$3K Buy
+110
New +$2.55K ﹤0.01% 1012

Other funds holding BTAL

GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BTAL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2022, closing a stake of 206 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in BTAL in Q3 2019 and held it in 11 quarters. The position peaked at $7K in Q1 2021. 63 funds tracked by Wall St. Rank hold BTAL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 206 AGF US Market Neutral Anti-Beta Fund shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2019 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's AGF US Market Neutral Anti-Beta Fund position peaked at $7K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.