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

Raymond James Financial Services 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
2024 Q3	$2.82M	Buy	144,005 +1,243	+0.9%	+$24.7K	﹤0.01%	1539
2024 Q2	$2.8M	Buy	142,762 +70,595	+98%	+$1.34M	﹤0.01%	1478
2024 Q1	$1.3M	Buy	+72,167	New	+$1.31M	﹤0.01%	1909
2023 Q4	–	Sell	-19,142	Closed	-$380K	–	3318
2023 Q3	$380K	Buy	+19,142	New	+$363K	﹤0.01%	2493

Other funds holding BTAL

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Raymond James Financial Services Advisors's BTAL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 0.87% in Q3 2024, buying an estimated $24.7K and bringing the position to 144,005 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Raymond James Financial Services Advisors first reported a position in BTAL in Q3 2023 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2024.

Raymond James Financial Services Advisors held 144,005 shares of AGF US Market Neutral Anti-Beta Fund worth $2.82M as of Q3 2024.
Raymond James Financial Services Advisors bought 1,243 AGF US Market Neutral Anti-Beta Fund shares in Q3 2024, an estimated $24.7K.
AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1539 holding.
Raymond James Financial Services Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.