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Raleigh Capital Management’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Raleigh Capital 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
2022
Q4 		– Sell
-150
Closed -$3K – 779
2022
Q3 		$3K Sell
150
-29
-16% -$578 ﹤0.01% 573
2022
Q2 		$4K Sell
179
-32
-15% -$646 ﹤0.01% 463
2022
Q1 		$4K Sell
211
-129
-38% -$2.38K ﹤0.01% 478
2021
Q4 		$4K Buy
+340
New +$5.77K ﹤0.01% 246

Other funds holding BTAL

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Raleigh Capital Management's BTAL Position: Q4 2022 in Review

Raleigh Capital Management sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2022, closing a stake of 150 shares — an estimated $3K sold.

Raleigh Capital Management first reported a position in BTAL in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 80 funds tracked by Wall St. Rank hold BTAL as of Q4 2022.

  • Raleigh Capital Management reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 150 AGF US Market Neutral Anti-Beta Fund shares in Q4 2022, an estimated $3K.
  • Raleigh Capital Management first reported a position in AGF US Market Neutral Anti-Beta Fund in Q4 2021 and held it in 4 quarters.
  • Raleigh Capital Management's AGF US Market Neutral Anti-Beta Fund position peaked at $4K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.