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TAP Consulting’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

TAP Consulting’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
Q2 		– Sell
-27,474
Closed -$495K – 158
2024
Q1 		$495K Buy
27,474
+3,995
+17% +$72.5K 0.11% 120
2023
Q4 		$398K Sell
23,479
-191,034
-89% -$3.8M 0.1% 107
2023
Q3 		$4.26M Buy
214,513
+39,998
+23% +$758K 1.1% 27
2023
Q2 		$3.27M Sell
174,515
-5,621
-3% -$113K 0.8% 33
2023
Q1 		$3.67M Buy
+180,136
New +$3.62M 0.9% 33

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

TAP Consulting's BTAL Position: Q2 2024 in Review

TAP Consulting sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2024, closing a stake of 27,474 shares — an estimated $495K sold.

TAP Consulting first reported a position in BTAL in Q1 2023 and held it in 5 quarters. The position peaked at $4.26M in Q3 2023. 59 funds tracked by Wall St. Rank hold BTAL as of Q2 2024.

  • TAP Consulting reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q2 2024 after selling out during the quarter.
  • TAP Consulting sold 27,474 AGF US Market Neutral Anti-Beta Fund shares in Q2 2024, an estimated $495K.
  • TAP Consulting first reported a position in AGF US Market Neutral Anti-Beta Fund in Q1 2023 and held it in 5 quarters.
  • TAP Consulting's AGF US Market Neutral Anti-Beta Fund position peaked at $4.26M in Q3 2023.
  • 59 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2024.

Based on TAP Consulting's 13F filing for Q2 2024, filed 6 Aug 2024.