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

Petra Financial 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
-12,138
Closed -$241K – 116
2023
Q3 		$241K Hold
12,138
– – 0.2% 108
2023
Q2 		$228K Hold
12,138
– – 0.2% 99
2023
Q1 		$248K Hold
12,138
– – 0.25% 67
2022
Q4 		$257K Buy
+12,138
New +$252K 0.28% 81

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

Petra Financial Advisors's BTAL Position: Q4 2023 in Review

Petra Financial Advisors sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2023, closing a stake of 12,138 shares — an estimated $241K sold.

Petra Financial Advisors first reported a position in BTAL in Q4 2022 and held it in 4 quarters. The position peaked at $257K in Q4 2022. 75 funds tracked by Wall St. Rank hold BTAL as of Q4 2023.

  • Petra Financial Advisors reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 12,138 AGF US Market Neutral Anti-Beta Fund shares in Q4 2023, an estimated $241K.
  • Petra Financial Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2022 and held it in 4 quarters.
  • Petra Financial Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $257K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2023.

Based on Petra Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.