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TCTC Holdings’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

TCTC Holdings’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 		– Sell
-1,781
Closed -$34.9K – 531
2024
Q2 		$34.9K Buy
+1,781
New +$33.8K ﹤0.01% 353

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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

TCTC Holdings's BTAL Position: Q3 2024 in Review

TCTC Holdings sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q3 2024, closing a stake of 1,781 shares — an estimated $34.9K sold.

TCTC Holdings first reported a position in BTAL in Q2 2024 and held it in 1 quarter. The position peaked at $34.9K in Q2 2024. 71 funds tracked by Wall St. Rank hold BTAL as of Q3 2024.

  • TCTC Holdings reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q3 2024 after selling out during the quarter.
  • TCTC Holdings sold 1,781 AGF US Market Neutral Anti-Beta Fund shares in Q3 2024, an estimated $34.9K.
  • TCTC Holdings first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2024 and held it in 1 quarter.
  • TCTC Holdings's AGF US Market Neutral Anti-Beta Fund position peaked at $34.9K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q3 2024.

Based on TCTC Holdings's 13F filing for Q3 2024, filed 1 Nov 2024.