TWC
BTAL icon

TD Waterhouse Canada’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

TD Waterhouse Canada’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
2026
Q1 		$3.88K Sell
282
-2,136
-88% -$29.9K ﹤0.01% 1954
2025
Q4 		$34.7K Sell
2,418
-75,251
-97% -$1.13M ﹤0.01% 1275
2025
Q3 		$1.22M Sell
77,669
-24,673
-24% -$406K 0.01% 532
2025
Q2 		$1.84M Buy
102,342
+65,048
+174% +$1.27M 0.01% 439
2025
Q1 		$771K Buy
37,294
+17,952
+93% +$340K 0.01% 568
2024
Q4 		$358K Buy
+19,342
New +$372K ﹤0.01% 682
2024
Q1 		– Sell
-855
Closed -$15.2K – 1793
2023
Q4 		$15.2K Buy
855
+799
+1,427% +$15.9K ﹤0.01% 1173
2023
Q3 		$1.52K Buy
56
+4
+8% +$76 ﹤0.01% 1524
2023
Q2 		$1.28K Buy
+52
New +$1.05K ﹤0.01% 1586
2023
Q1 		– Sell
-35,900
Closed -$770K – 1746
2022
Q4 		$770K Buy
+35,900
New +$744K 0.01% 449
2022
Q3 		– Sell
-1,495
Closed -$41.9K – 1714
2022
Q2 		$41.9K Buy
+1,495
New +$30.2K ﹤0.01% 956

Other funds holding BTAL

PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return